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
Only a small number of advisers are using these platforms.
Many discussions at tech meeting of banks and broker-dealers brought up fee pressures.
iCapital Network is first sponsor to join the Schwab alternatives marketplace.
Velox is just one of several new, digital-first custodians to hit the scene recently.
The company believes the move will help advisers compete for business.
Judson Taft Bergman was a true pioneer of the financial advisory industry.
The offering is intended to attract younger people to investing, but fractional shares could also help financial advisers
Fidelity-owned fintech also overhauls planning features for wealthiest clients and unveils new API store for developers.
A new report says giving advisers flexibility to build client portfolios while managing risk will be important for growing assets and attracting talent.
Fidelity-owned fintech also overhauls planning features for wealthiest clients and unveils new API store for developers.
