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
Faster, safer and cheaper financial transactions will reduce the need for middle men.
Technology is making it easier, and cheaper, for advisers to trade many shares without holding funds.
Advisers on RightCapital's financial and tax planning software can pull client data directly from Envestnet's tool.
Lincoln Financial Network has moved all of its clearing business to Fidelity, and will partner with the firm on fintech developments.
Millions could not access online trading accounts Wednesday morning, but institutional clients remained unscathed.
New focus on protecting retail investors could make agency more effective, despite shifting resources.
Robo-software provider lets investors donate directly from their accounts, and will not charge charities with less than $1 million on the platform.
The custodian's annual conference is becoming a prime showcase for new adviser-focused software.
Robo-software provider lets investors donate directly from their accounts, and will not charge charities with less than $1 million on the platform.
Tech vendor says, professional rivalry aside, integration with Schwab's OpenView Gateway upholds its commitment to support advisers regardless of where they custody assets.
