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
Pacific Life shutters ESG robo-adviser Swell Investing
YOUR PRACTICE FINTECH JUL 25, 2019
Pacific Life shutters ESG robo-adviser Swell Investing

Investors have until August 30 to log in to their account to either withdraw funds, rollover them to an IRA or transfer funds.

Betterment escalates robo battle with new 2.69 percent interest rate
YOUR PRACTICE FINTECH JUL 23, 2019
Betterment escalates robo battle with new 2.69 percent interest rate

The digital adviser is offering savings accounts with that rate for customers who also sign up for a checking account.

Advisers react to Tim Hockey suddenly resigning from TD Ameritrade
NEWS RIAS JUL 23, 2019
Advisers react to Tim Hockey suddenly resigning from TD Ameritrade

Some worry the sudden departure signals a shift towards pushing retail products.

Longevity planning will be a central mission for advisers of the future
RETIREMENT RETIREMENT PLANNING JUL 22, 2019
Longevity planning will be a central mission for advisers of the future

Clients are living longer, and advisers will need to help them avoid outliving their money

TD Ameritrade CEO Tim Hockey resigning
YOUR PRACTICE PRACTICE MANAGEMENT JUL 22, 2019
TD Ameritrade CEO Tim Hockey resigning

The company's board is searching for a successor.

Advisor Group rolls out cybersecurity program for broker-dealers
YOUR PRACTICE FINTECH JUL 19, 2019
Advisor Group rolls out cybersecurity program for broker-dealers

Insurance, data-backup, auditing and monitoring are among the components of CyberGuard

Fidelity, Dynasty back new tech-powered ESG asset manager
INVESTING ESG JUL 18, 2019
Fidelity, Dynasty back new tech-powered ESG asset manager

Called Ethic, the technology platform allows advisers to analyze existing portfolios to help clients meet ESG goals.

What to copy from Personal Capital's client experience
YOUR PRACTICE FINTECH JUL 17, 2019
What to copy from Personal Capital's client experience

Combining digital tools with human advice may create the dream service proposition for clients.

Making the future of financial advice as effortless as Uber will be no easy ride
YOUR PRACTICE FINTECH JUL 16, 2019
Making the future of financial advice as effortless as Uber will be no easy ride

New mindsets are among changes needed for advice experience to meet expectations of tomorrow's client.

Ritholtz Wealth launches Betterment-powered robo advice platform
YOUR PRACTICE FINTECH JUL 15, 2019
Ritholtz Wealth launches Betterment-powered robo advice platform

Ritholtz digital platform getting a second liftoff with Betterment for Advisors.