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
Fintech Bytes: Bento Engine, RIA in a Box and Wealthramp
YOUR PRACTICE FINTECH JUN 24, 2022
Fintech Bytes: Bento Engine, RIA in a Box and Wealthramp

Here are the rest of the week’s fintech stories.

How firms can win the next generation of talent
YOUR PRACTICE PRACTICE MANAGEMENT JUN 21, 2022
How firms can win the next generation of talent

Wealth management firms vying for next-gen talent must rethink long-held expectations about how, where and why people go to work, according to speakers at InvestmentNews' 40 Under 40 gathering.

The trouble with tech integration
NEWS RIAS JUN 21, 2022
The trouble with tech integration

More than half of advisers say the lack of integration between their core applications is the biggest pain point with technology.

Fintech Bytes: Vise, CapIntel and Morningstar
YOUR PRACTICE FINTECH JUN 17, 2022
Fintech Bytes: Vise, CapIntel and Morningstar

Fintech companies are responding to the first bear market many have experienced. Here are the rest of the week's fintech stories.

Pershing launches next-gen NetX360 at annual adviser conference
YOUR PRACTICE FINTECH JUN 16, 2022
Pershing launches next-gen NetX360 at annual adviser conference

BNY Mellon Pershing revealed the next generation of its wealth management technology at its annual INSITE conference this week in Grapevine, Texas.

Fintech startups tighten belts, bracing for extended bear market
YOUR PRACTICE FINTECH JUN 16, 2022
Fintech startups tighten belts, bracing for extended bear market

Tifin laid off 10% of its workforce this month in response to the market environment, and it isn't alone.

AssetMark buys $9.5 billion TAMP business from Vestmark
NEWS RIAS JUN 14, 2022
AssetMark buys $9.5 billion TAMP business from Vestmark

The deal for Adhesion expands AssetMark’s ability to serve the RIA market.

SEC hits Schwab robo-adviser with $187 million fine
YOUR PRACTICE FINTECH JUN 13, 2022
SEC hits Schwab robo-adviser with $187 million fine

Charles Schwab Corp. has agreed to pay $187 million to settle charges from the Securities and Exchange Commission that the discount brokerage did not disclose how its robo-adviser used large cash holdings in client portfolios to generate revenue.

Fintech Bytes: Prudential, Riskalyze and Future Proof Festival
YOUR PRACTICE FINTECH JUN 10, 2022
Fintech Bytes: Prudential, Riskalyze and Future Proof Festival

A roundup of the rest of the week's fintech headlines.

Judge tosses class-action complaint against Schwab robo-adviser
YOUR PRACTICE FINTECH JUN 10, 2022
Judge tosses class-action complaint against Schwab robo-adviser

A Northern California District Court judge dismissed a class-action lawsuit alleging Charles Schwab’s Intelligent Portfolios violated its fiduciary duty by over-investing clients in cash.