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
Cathie Wood launches new venture fund on robo-adviser Titan Invest
INVESTING ALTERNATIVES SEP 27, 2022
Cathie Wood launches new venture fund on robo-adviser Titan Invest

The fund requires a $500 minimum investment and charges a management fee of 2.75%, with a total expense ratio estimated at 4.22%.

How digital platforms can be more accessible to minority investors
YOUR PRACTICE FINTECH SEP 26, 2022
How digital platforms can be more accessible to minority investors

Research uncovered three ways that investing platforms can foster a more inclusive and accessible environment for those living on a low to moderate income.

TAMPs race to build comprehensive wealth management platforms
YOUR PRACTICE FINTECH SEP 26, 2022
TAMPs race to build comprehensive wealth management platforms

After years of consolidation, the platforms that solve the puzzle could win future advisers and their assets. The ones that don’t may find themselves acquired.

Fintech Bytes: Fidelity integrates with Salesforce; RightCapital launched new tool
YOUR PRACTICE FINTECH SEP 23, 2022
Fintech Bytes: Fidelity integrates with Salesforce; RightCapital launched new tool

Here's a roundup of some of the adviser fintech news you may have missed this week.

Financial advisers debate the best way to charge clients
YOUR PRACTICE PRACTICE MANAGEMENT SEP 21, 2022
Financial advisers debate the best way to charge clients

A new generation of advisers is critiquing traditional AUM fees and advocating for alternatives.

Ritholtz's Future Proof festival isn't just a day at the beach for wealth management
YOUR PRACTICE FINTECH SEP 15, 2022
Ritholtz's Future Proof festival isn't just a day at the beach for wealth management

While many were skeptical about Advisor Circle and Ritholtz Wealth's idea for a 'wealth festival,' Future Proof could become the industry's next big event.

Fintech Bytes: Cetera using Broadridge's new tech, Orion reorganizes
INVESTING ALTERNATIVES SEP 09, 2022
Fintech Bytes: Cetera using Broadridge's new tech, Orion reorganizes

A roundup of the week's fintech news includes Cetera's adoption of Broadridge's new digital communications tool, Orion's reorganization and Morningstar's attempt to make sustainable investing more engaging.

Morgan Stanley introduces aggregation of held-away retirement accounts
RETIREMENT RETIREMENT PLANNING SEP 07, 2022
Morgan Stanley introduces aggregation of held-away retirement accounts

Morgan Stanley at Work is rolling out a Corporate Retirement Portal to give its plan advisers a consolidated view of retirement data.

CFP Board revokes 7 designations in latest round of sanctions
YOUR PRACTICE PRACTICE MANAGEMENT SEP 07, 2022
CFP Board revokes 7 designations in latest round of sanctions

The CFP Board announced public sanctions on 33 individuals Tuesday, including seven who have lost the right to use the CFP designation.

UBS and Wealthfront terminate acquisition plans
YOUR PRACTICE FINTECH SEP 02, 2022
UBS and Wealthfront terminate acquisition plans

Instead, UBS is purchasing a $69.7 million note that is convertible into Wealthfront shares, an investment that values the robo-adviser at $1.4 billion.