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
Company said software will reduce time advisers spend trading by 80%.
Firms can adjust the weight of the 17 asset classes available on the platform according to their own investment strategy and research.
For many, the future of advice means effectively managing all a family's accounts.
Regulation technology spurring changes within departments aimed at meeting financial rules.
Advisers can use Ethic to select from existing ESG models or construct their own.
All of Us hopes its unique pricing and social engagement features can claw marketshare away from Robinhood.
Action reminds one expert of SEC requirement regarding improper share classes.
Kurt Yndestad, with $200 million in assets, is jumping to IHT Wealth Management.
Wealthiest clients don't have access to best-in-class technology the mass affluent enjoy
Firm's digital advice tool isn't even out yet, but industry experts suggest other robo providers start innovating.
