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
SoFi reportedly did not provide advanced notice before swapping Vanguard funds for proprietary ETFs.
Asset aggregation and CRM tools added to third-party exchange for advisers.
Office of Financial Innovation to help regulator keep pace with technology.
Firm describes new tools as "easy button" for small advisers.
Let's work together to make technology a friendlier place for everyone.
Financial Finesse CEO shares insights from working with football players.
Voice or facial recognition technology could be used to help advisers formulate a client's true risk profile.
Investors can buy shares of automobiles and artwork without actually owning a physical car or painting.
Insurance agent Erica Salda and financial adviser Wendy Foster sold the victim 25 annuities over 10 years.
Advisers will still need to get DFA's approval to access its mutual funds.
