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: InvestCloud updates NaviPlan, Goldman completes NextCapital deal
YOUR PRACTICE FINTECH SEP 02, 2022
Fintech Bytes: InvestCloud updates NaviPlan, Goldman completes NextCapital deal

For your Labor Day weekend reading, here are some fintech updates from the past week.

Former Merrill broker settles civil lawsuit over throwing smoothie
NEWS WIREHOUSES SEP 01, 2022
Former Merrill broker settles civil lawsuit over throwing smoothie

On Wednesday, James Iannazzo agreed to pay $7,500, an amount his attorney called a 'token payment.'

Riskalyze wants to turn compliance into growth engine with latest product
YOUR PRACTICE FINTECH AUG 31, 2022
Riskalyze wants to turn compliance into growth engine with latest product

Riskalyze Ultimate combines two existing products, Command Center and Riskalyze Elite, to bring compliance and business development together.

Raymond James expands education program with new Tech Savvy track
YOUR PRACTICE FINTECH AUG 30, 2022
Raymond James expands education program with new Tech Savvy track

Financial advisers will receive advanced training on integrated practice management platforms.

Retirement plan providers' investments in technology are paying off
RETIREMENT RETIREMENT PLANNING AUG 29, 2022
Retirement plan providers' investments in technology are paying off

A quarter of plan participants now prefer to receive 401(k) account information via email, up from 9% in 2020, according to Cerulli Associates.

SoFi has built a fintech juggernaut, and it's time advisers started paying attention
YOUR PRACTICE FINTECH AUG 26, 2022
SoFi has built a fintech juggernaut, and it's time advisers started paying attention

The firm was founded in 2011 to help refinance student loan debt but now offers an array of products, including mortgages, personal loans, insurance and a robo-adviser.

Fintech Bytes: SEI, SMArtX and Vise
YOUR PRACTICE FINTECH AUG 26, 2022
Fintech Bytes: SEI, SMArtX and Vise

A roundup of this week's adviser fintech news, including SEI's introduction of a cloud-based database and SMArtX's partnership with Flyer.

Dynasty Financial Partners signals IPO is still the plan
NEWS RIAS AUG 24, 2022
Dynasty Financial Partners signals IPO is still the plan

An updated filing with the SEC appears to squash reports that Dynasty is shelving its plans to go public.

iCapital acquires UBS legacy alternative investment feeder fund platform
INVESTING ALTERNATIVES AUG 23, 2022
iCapital acquires UBS legacy alternative investment feeder fund platform

The fintech has purchased UBS Fund Advisor, the wirehouse’s legacy proprietary U.S. alternative investment manager and feeder fund platform that represents $7 billion in client assets.

Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apex
YOUR PRACTICE FINTECH AUG 19, 2022
Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apex

A roundup of the week's fintech news for financial advisers.