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
Digital account aggregation has been around for decades, but may now be seeing increased adoption.
James Polese used client money for personal investments, including $100,000 on a wind farm.
To get its technology in front of more advisers, the asset manager is acquiring a 4.9% share of the fintech and TAMP giant.
Rising interest rates and slowing stock market drive assets to insurance products, Limra report says.
Privately held, family-owned bank completed deal to acquire remaining 25% stake it didn't already own in network that includes Evensky & Katz/Foldes Financial and Regent Atlantic.
WealthDesk integrates Morgan Stanley's new suite of technology in a single location.
Robert Lee Basile faces two years of probation after pleading guilty to theft from an elder and embezzlement.
Historical barriers are less entrenched in financial technology, and women are taking full advantage of their chance to shine.
New research argues XY Planning Network pricing options are the future of advice.
Robo adviser update includes more information to help advisers track client behavior.
