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
Apps are still too text-heavy and difficult to navigate, J.D. Power study finds.
The regulator is on the warpath against unsuitable share class recommendations. How will the industry respond?
Planners can't compete on ad spending but local Google Search results can be even more beneficial to business development.
The network's advisers will be able to offer one-time services or ongoing subscription-style fees.
BlackFem program in New York has spread to six states.
Aite report shows more advisers are reaching out directly to technology vendors.
Orion and Morningstar launch efforts to lure 3,000 advisers on the aging portfolio accounting software.
Commonwealth Financial Network is licensing its proprietary technology, but Cambridge Investment Research is taking a different tack.
Firms are using apps like Calendly to save time and make scheduling more convenient for clients.
More than 3,000 advisers use the portfolio management and reporting engine.
