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
The fund requires a $500 minimum investment and charges a management fee of 2.75%, with a total expense ratio estimated at 4.22%.
Research uncovered three ways that investing platforms can foster a more inclusive and accessible environment for those living on a low to moderate income.
After years of consolidation, the platforms that solve the puzzle could win future advisers and their assets. The ones that don’t may find themselves acquired.
Here's a roundup of some of the adviser fintech news you may have missed this week.
A new generation of advisers is critiquing traditional AUM fees and advocating for alternatives.
While many were skeptical about Advisor Circle and Ritholtz Wealth's idea for a 'wealth festival,' Future Proof could become the industry's next big event.
A roundup of the week's fintech news includes Cetera's adoption of Broadridge's new digital communications tool, Orion's reorganization and Morningstar's attempt to make sustainable investing more engaging.
Morgan Stanley at Work is rolling out a Corporate Retirement Portal to give its plan advisers a consolidated view of retirement data.
The CFP Board announced public sanctions on 33 individuals Tuesday, including seven who have lost the right to use the CFP designation.
Instead, UBS is purchasing a $69.7 million note that is convertible into Wealthfront shares, an investment that values the robo-adviser at $1.4 billion.
