Originally from Northern California, Ryan received bachelor's degrees in English and philosophy from UC Santa Barbara before beginning a career in journalism at the Santa Barbara Independent. After a few years of freelancing, bartending and snowboarding in Colorado, Ryan moved to New York to earn a master's degree in journalism at Columbia University. He has covered the advisor fintech beat since 2014. He Tweets at: @ryanWneal
A roundup of some of the fintech headlines you may have missed this week.
Clark acknowledges the technical challenges that the migration of advisers and clients poses but argues that Schwab and TD have very similar cultures.
The 2022 Charles Schwab Impact conference brought 5,000 attendees, including 2,500 financial advisers, to Denver this week.
Here are the rest of this week's financial technology headlines, besides the ones about Elon Musk buying Twitter.
Tom Bradley of Schwab reiterated his promise to advisers that there will be no repapering of clients and that most firms will be able to keep their service teams.
For the three months that ended Sept. 30, SEI’s investment adviser business brought in $109.56 million, down 12% from same period in 2021.
After years of investing in middle-office technology and client-facing portals, many firms struggle to offer digital account opening on par with fintech startups.
Riskalyze has long since outgrown its roots as a digital risk questionnaire and will soon update its branding to reflect its growing role in financial adviser fintech.
The financial planning software is continuing to shift toward Decision Center, its cash flow-based planning product.
Here are some of the other fintech headlines you may have missed this week.
