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
Daryl Davis allegedly made several false claims about the size of his firm, Parrish Group, and celebrity clients.
Riskalyze chairman Lori Hardwick, Goldman exec Rana Yared joining the retirement fintech's board of directors.
They should hold every type of software they use to the highest security and data privacy standards.
Advisers need to accept that dinners and golfing won't cut it for business development in the future.
The RIA technology will provide Merrill Private Wealth Management advisers with reporting on held-away assets.
If firms want to keep pace with changing investor demographics, they have to hire more diverse viewpoints.
Top custodians, broker-dealers and RIAs addressed the challenges of building an Uber-like platform for clients.
Advisers don't want a replay of 2008 when clients bailed out of the advice industry.
40 Under 40 award alumni discuss where they see the profession heading.
After turning attention toward next-gen platforms and client experience, broker-dealers may have to rethink technology to comply with a best interest standard.
