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
Bucking industry trends, North Capital thinks evisor can be a low-cost alternative to existing financial planning tools.
At its second Innovation Symposium, the firm considered which issues will affect the future of financial advice.
Instead of reducing equity exposure as clients age, data suggests doing the opposite.
Morningstar's Sarah Newcomb says ensure clients aren't overwhelmed by having to make too many decisions, and are realistic about spending and saving.
Purchase is most obviously a fit for Goldman's strategic vision.
Regulator launches multiyear program it hopes will make compliance programs more efficient.
Through a partnership with fintech startup Galileo, firms can provide white-labeled, FDIC-insured cash accounts.
Social media posts can have hidden agendas, regulators said
The company has all the pieces for its financial wellness platform, but there are still some gaps in the adviser tech stack.
Current COO James Crowley will take over as chief executive July 1.
