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
After determining a client is paying unnecessary taxes, LifeYield will recommend specific trades.
Some advice firms have given up on integrating a digital platform.
Robo sweeping cash to banks instead of investing in low-risk bonds.
Surprising opinions on traditional brokerages and digital financial advisers.
Increased trading and higher interest rates helped the firms weather volatility, Moody's says.
Custodian to shift away from proprietary fintech and focus on adviser-led experiences.
If the problem was caused by power shutdown, why wasn't a backup activated?
The Wells Fargo Advisors website appears online, but customers report being unable to access funds.
Client Goals will track an investor's progress toward financial goals.
In a new study from T3, 85% of advisers say technology should be a part of continuing education requirements.
