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
Texting has been a popular mode of communication for years, but in the past the firm's regulations have prevented advisers from using it.
Advisers want support for retirement plan rollover recommendations.
YCharts used by planners for investment research, screening and charting.
Industry analysts have been ringing the death knell on digital advice for some time, but there are pathways to profitability.
John Hancock, Transamerica, State Street and Russell Investments have deals with the software provider.
The first African-American to hold the post says he's leading the organization during a period of great change.
Junxure users will continue to be supported, and gain access to AdvisorEngine tools.
The tax-advantaged retirement vehicle has grown in popularity among advisers and clients, despite obstacles.
Fraudulent posts criticize the DOL fiduciary rule, and other groups overseeing advisers are similarly vulnerable.
Advisers say to accelerate deductions, if the client's county allows prepayment and the client can afford it.
