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
Investment in adviser fintech lowest since early 2018
YOUR PRACTICE FINTECH AUG 13, 2019
Investment in adviser fintech lowest since early 2018

Dip in venture capital funding, but early stage companies are tackling a variety of adviser challenges.

Ladenburg Thalmann invests in impact investing startup
INVESTING ALTERNATIVES AUG 13, 2019
Ladenburg Thalmann invests in impact investing startup

Newday offers low-barrier access to portfolios built around United Nations' sustainability goals.

What advisers can learn from the industry's early AI leaders
YOUR PRACTICE FINTECH AUG 13, 2019
What advisers can learn from the industry's early AI leaders

Deloitte report finds frontrunners think very differently about the use of artificial intelligence.

Plan sponsors, record keepers struggling to measure success of financial wellness programs
RETIREMENT RETIREMENT PLANNING AUG 08, 2019
Plan sponsors, record keepers struggling to measure success of financial wellness programs

A new report from Cerulli Associates finds determining ROI is preventing successful implementation of financial wellness initiatives

Could Google get into fund management?
YOUR PRACTICE FINTECH AUG 07, 2019
Could Google get into fund management?

With so much data, the search giant could theoretically run a successful hedge fund.

Tech to help advisers plan for more years of healthcare costs in retirement
RETIREMENT RETIREMENT PLANNING AUG 05, 2019
Tech to help advisers plan for more years of healthcare costs in retirement

Helping clients manage money through longer lifespans is an increasing concern.

Former Trump lawyer suing Envestnet Yodlee
YOUR PRACTICE FINTECH AUG 01, 2019
Former Trump lawyer suing Envestnet Yodlee

Marc Kasowitz's client, FinApps, claims Envestnet Yodlee stole its credit risk assessment technology.

IRS takes on cryptocurrencies
YOUR PRACTICE FINTECH AUG 01, 2019
IRS takes on cryptocurrencies

Government struggles to enforce tax laws on digital currency as Bitcoin breaks $10,000 mark.

Orion bringing HSA data to portfolio management dashboard
RETIREMENT RETIREMENT PLANNING JUL 30, 2019
Orion bringing HSA data to portfolio management dashboard

Fintech wants to help satisfy a growing adviser demand to offer HSAs to clients.

Two of the most widely-used adviser fintechs you've never heard of
YOUR PRACTICE FINTECH JUL 29, 2019
Two of the most widely-used adviser fintechs you've never heard of

While not as flashy as robo-advice or financial planning, forms automation vendors count most of the broker-dealers as their customers.