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
Goal Bridge combines goals-based planning and investment proposals into a single workflow.
Robo-adviser says assets have doubled in past eight months.
Harvest to focus on banks and credit unions instead of independent advisers.
Investors can now monitor their TD brokerage account hands-free from any device with Google Assistant.
Six RIA CEOs hosting third competition to root out the best fintech for advisers.
Only one firm will win this fourth annual competition — and the promo that comes with it.
Financial advisers' growing interest in outsourcing is luring new entrants to the turnkey asset management platform space.
With the TAMP market consolidating, advisers are looking for anything that can give them an edge.
Having next-gen advisers advocating the tech to established firms could help providers gain market share.
BrightPlan Coach fashions a financial plan for each employee and provides guidance on spending, financial goals, investing, debt management, estate planning and insurance.
