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
Are the lines between cash, lending and investing starting to blur?
No. 1 priority is tech that will help them serve more clients.
Two firms seek to make it easier for advisers to evaluate models.
Getting rid of the paper involved in using the Automated Customer Account Transfer Service will also speed the process, robo says.
Tech required by UHNW investors is more sophisticated.
Company is offering clients complimentary, two-year membership to an identity theft protection and credit monitoring service.
The massive and growing market is underserved by Wall Street, but Silicon Valley sees opportunity.
The partnership connects the robo with 3 million customers and $9 billion in Optum's HSAs.
With Lori Hardwick and Drew DiMarino, Riskalyze wants to expand among enterprise firms and possibly take the company public.
Consumers can open an account with no minimum and FDIC insurance up to $1.25 million even if they don't invest with Personal Capital.
