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
A record $3.82 billion was stolen through investment fraud in 2022, a 128% increase over the previous year.
Rejection screams 'we're ready to approve,' says financial planner.
All 23 banks tested remained above minimum capital requirements during a simulated recession that projected total losses of $541 billion
Nimesh Patel was named to the firm's newly created CTO position in February 2022.
MaxMyInterest's services will be available to more than 100,000 advisors using eMoney.
However, most retail banks are falling short of customers' expectations when it comes to the advice and guidance they get from their banks.
The funding will be used to continue developing the firm's technology and to grow its RIA, Alternativ Wealth, through acquisitions.
Colin Healy allegedly racked up more than $6,000 in personal expenses for things like 'pool lessons' and 'tennis clinics.'
For advisors, LinkedIn and Facebook were far better for generating interactions than Twitter.
Both TD Ameritrade and Schwab have been busy addressing migration concerns, but a little perspective would be useful here.
