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
The agency pursued 82 cases against advisers and firms in fiscal year 2017, down from 98 the previous year.
Consultancy counts 35 deals in the third quarter compared to 47 and 45 in the first two quarters respectively, but sees the latest tally as more in line with long-term trends.
Developer says total suite revamp is part of plan to improve client engagement and open architecture features.
After recapitalizing Fusion Capital Management, they are ready to invest in marketing and technology to accelerate growth.
