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
Ameriprise broker who bought book of business claims the seller tried to win the clients back.
The CRM can predict which clients are most likely to add money — or leave the firm.
Advisers have been slow to use the platforms, but that hasn't stopped vendors from offering them.
By sharing their technology, they believe they can provide a better experience for advisers and their clients.
Fintech giant also closed its half-billion-dollar MoneyGuide acquisition during its annual conference.
New analytics to give advisers ability to compare their businesses to others.
New Hearsay Systems study finds advisers post too much about the industry.
Two of the most successful fintech companies are racing to redefine the way advisers interact with clients.
Robo-advisers, lenders and stock trading apps are all launching high-yield savings accounts.
Many believe ESG funds underperform traditional products, but data and research increasingly suggest the opposite.
