Ryan W. Neal

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

Ryan W. Neal
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Fintech Bytes: Envestnet, Addepar, FLX Networks and more
YOUR PRACTICE FINTECH NOV 04, 2022
Fintech Bytes: Envestnet, Addepar, FLX Networks and more

A roundup of some of the fintech headlines you may have missed this week.

Schwab's Bernie Clark addresses questions, concerns about TD integration
YOUR PRACTICE FINTECH NOV 03, 2022
Schwab's Bernie Clark addresses questions, concerns about TD integration

Clark acknowledges the technical challenges that the migration of advisers and clients poses but argues that Schwab and TD have very similar cultures.

Schwab promises to support advisers through integration hiccups
YOUR PRACTICE FINTECH NOV 02, 2022
Schwab promises to support advisers through integration hiccups

The 2022 Charles Schwab Impact conference brought 5,000 attendees, including 2,500 financial advisers, to Denver this week.

Fintech Bytes: Robo-adviser launches university, Orion boosts marketing
YOUR PRACTICE FINTECH OCT 28, 2022
Fintech Bytes: Robo-adviser launches university, Orion boosts marketing

Here are the rest of this week's financial technology headlines, besides the ones about Elon Musk buying Twitter.

Schwab sets date to transition advisers, clients and assets from TD Ameritrade
YOUR PRACTICE FINTECH OCT 27, 2022
Schwab sets date to transition advisers, clients and assets from TD Ameritrade

Tom Bradley of Schwab reiterated his promise to advisers that there will be no repapering of clients and that most firms will be able to keep their service teams.

SEI revenue falls with markets and loss of Retirement Planners of America
NEWS INDUSTRY NEWS OCT 27, 2022
SEI revenue falls with markets and loss of Retirement Planners of America

For the three months that ended Sept. 30, SEI’s investment adviser business brought in $109.56 million, down 12% from same period in 2021.

Advisers still behind on digital account opening, industry leaders say
YOUR PRACTICE FINTECH OCT 24, 2022
Advisers still behind on digital account opening, industry leaders say

After years of investing in middle-office technology and client-facing portals, many firms struggle to offer digital account opening on par with fintech startups.

Riskalyze CEO teases new company name as fintech moves beyond risk assessment
YOUR PRACTICE FINTECH OCT 21, 2022
Riskalyze CEO teases new company name as fintech moves beyond risk assessment

Riskalyze has long since outgrown its roots as a digital risk questionnaire and will soon update its branding to reflect its growing role in financial adviser fintech.

eMoney provides fintech update at virtual Summit
YOUR PRACTICE FINTECH OCT 18, 2022
eMoney provides fintech update at virtual Summit

The financial planning software is continuing to shift toward Decision Center, its cash flow-based planning product.

Fintech Bytes: Morgan Stanley AI, Docupace hires Lori Hardwick, and Franklin Templeton integrates LifeYield
YOUR PRACTICE FINTECH OCT 14, 2022
Fintech Bytes: Morgan Stanley AI, Docupace hires Lori Hardwick, and Franklin Templeton integrates LifeYield

Here are some of the other fintech headlines you may have missed this week.