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
YOUR PRACTICE FINTECH SEP 26, 2019
How regtech is changing compliance at financial firms

Regulation technology spurring changes within departments aimed at meeting financial rules.

NEWS INDUSTRY NEWS SEP 25, 2019
Fidelity brings ESG portfolios to advisers

Advisers can use Ethic to select from existing ESG models or construct their own.

NEWS INDUSTRY NEWS SEP 24, 2019
'Get Paid to Trade' app launches at FinovateFall

All of Us hopes its unique pricing and social engagement features can claw marketshare away from Robinhood.

SoFi refunds investors for tax hit caused by proprietary ETFs
YOUR PRACTICE FINTECH SEP 23, 2019
SoFi refunds investors for tax hit caused by proprietary ETFs

Action reminds one expert of SEC requirement regarding improper share classes.

A gap in the high-tech market
YOUR PRACTICE FINTECH SEP 20, 2019
A gap in the high-tech market

Wealthiest clients don't have access to best-in-class technology the mass affluent enjoy

Vanguard digital-only tool could pinch Wealthfront, Betterment
YOUR PRACTICE FINTECH SEP 19, 2019
Vanguard digital-only tool could pinch Wealthfront, Betterment

Firm's digital advice tool isn't even out yet, but industry experts suggest other robo providers start innovating.

Vanguard pilots digital-only financial planning and advice product
YOUR PRACTICE FINTECH SEP 18, 2019
Vanguard pilots digital-only financial planning and advice product

According to an SEC filing, Vanguard's new service will be cheaper than its hybrid robo, Personal Advisor Services.

To benefit from outsourcing, advisers need to focus on what is, and isn't, core to their value
YOUR PRACTICE FINTECH SEP 18, 2019
To benefit from outsourcing, advisers need to focus on what is, and isn't, core to their value

Many advisers are still doing tasks in-house that don't help to differentiate their firm.

Wells Fargo reps managing $575 million to open RIA
NEWS RIAS SEP 17, 2019
Wells Fargo reps managing $575 million to open RIA

The Berry Group will take advantage of Wells Fargo's new RIA channel.

Private-equity firm acquires stake in Mercer Advisors
NEWS RIAS SEP 17, 2019
Private-equity firm acquires stake in Mercer Advisors

Genstar will remain an investor and partner in Mercer.