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
For your Labor Day weekend reading, here are some fintech updates from the past week.
On Wednesday, James Iannazzo agreed to pay $7,500, an amount his attorney called a 'token payment.'
Riskalyze Ultimate combines two existing products, Command Center and Riskalyze Elite, to bring compliance and business development together.
Financial advisers will receive advanced training on integrated practice management platforms.
A quarter of plan participants now prefer to receive 401(k) account information via email, up from 9% in 2020, according to Cerulli Associates.
The firm was founded in 2011 to help refinance student loan debt but now offers an array of products, including mortgages, personal loans, insurance and a robo-adviser.
A roundup of this week's adviser fintech news, including SEI's introduction of a cloud-based database and SMArtX's partnership with Flyer.
An updated filing with the SEC appears to squash reports that Dynasty is shelving its plans to go public.
The fintech has purchased UBS Fund Advisor, the wirehouse’s legacy proprietary U.S. alternative investment manager and feeder fund platform that represents $7 billion in client assets.
A roundup of the week's fintech news for financial advisers.
