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
Clients enjoy digital interactions, but advisers still cling to in-person meetings.
The IBD continues to expand its roster of support for third-party technology.
The company found taking an extended leave from work was a top concern among its young investors.
Firm invested in Track Technologies, a tech tool that automates taxes for "gig economy" workers.
Advisers say the move indicates the broker-dealer is ready to support more third-party technology.
People are healthier and living longer than ever, and MIT AgeLab's Joe Coughlin says advisers are primed to take advantage.
Company believes the technology will help investment managers make better decisions, mitigate risk and generate alpha.
A redesign of NetX360 is coming soon, along with support for cash disbursements via text messages.
Despite a crowded market, RIAs bet InvestmentPOD has what it takes to build a better mousetrap.
Firm turns to crowdsourcing in hopes of injecting some outside innovation into the adviser technology marketplace.
