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
Displaying 806 results
Wells Fargo's advisers maintain revenue despite difficult markets, shrinking head count
NEWS WIREHOUSES OCT 14, 2022
Wells Fargo's advisers maintain revenue despite difficult markets, shrinking head count

The wirehouse employed a total of 12,011 financial advisers at the end of September, a loss of 173 advisers in Q3.

Betterment's crypto portfolios include allocations to Dogecoin
INVESTING ALTERNATIVES OCT 12, 2022
Betterment's crypto portfolios include allocations to Dogecoin

The robo will now offer four managed portfolios of cryptocurrencies alongside its traditional investment portfolios.

XYPN Live celebrates growth of fee-for-service financial planning
NEWS RIAS OCT 11, 2022
XYPN Live celebrates growth of fee-for-service financial planning

The network added 186 new registered investment advisers to its ranks in 2021, bringing its total membership for more than 1,200 firms.

Schwab loses adviser fintech leader Jon Patullo to Apex
YOUR PRACTICE FINTECH OCT 10, 2022
Schwab loses adviser fintech leader Jon Patullo to Apex

At TD Ameritrade, Patullo oversaw the strategic direction of adviser-facing technology and spearheaded the open-architecture approach to third-party integrations.

Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup
YOUR PRACTICE FINTECH OCT 07, 2022
Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup

A roundup of the rest of the week's fintech headlines, including news from Tidal Financial, FA Match and Aspida.

Envestnet adds crypto to Tamarac with two fintech integrations
YOUR PRACTICE FINTECH OCT 06, 2022
Envestnet adds crypto to Tamarac with two fintech integrations

The integrations with Flourish Crypto and Gemini Bitria pull custodial data on cryptocurrencies into the RIA technology platform.

Robo-advisers struggling to retain investors in 2022, research finds
YOUR PRACTICE FINTECH OCT 05, 2022
Robo-advisers struggling to retain investors in 2022, research finds

The use of robo-advisers fell from 27.7% of US investors in 2021 to 20.9% this year, according to research from Parameter Insights.

Merrill launches matchmaking service to connect investors and advisers
YOUR PRACTICE FINTECH OCT 04, 2022
Merrill launches matchmaking service to connect investors and advisers

The firm is positioning Merrill Advisor Match as a modern solution for investors who are looking for financial advice.

Morgan Stanley brings robo-adviser under the ETrade brand name
YOUR PRACTICE FINTECH OCT 03, 2022
Morgan Stanley brings robo-adviser under the ETrade brand name

Morgan Stanley will stop making the robo, Access Investing, available to new clients in December.

Retail investors grow weary of cryptocurrency as institutional interest grows
INVESTING ALTERNATIVES SEP 28, 2022
Retail investors grow weary of cryptocurrency as institutional interest grows

Only 21% of Americans feel comfortable investing in cryptocurrencies, down from 35% in 2021.