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
BlackRock bringing proxy-voting choice to retail investors in its largest ETF
INVESTING ESG JUL 17, 2023
BlackRock bringing proxy-voting choice to retail investors in its largest ETF

More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.

Advisors pulled out of equities, increased exposure to alts in 2022
INVESTING ALTERNATIVES JUL 14, 2023
Advisors pulled out of equities, increased exposure to alts in 2022

Just because alts have been democratized doesn’t mean they're a fit for everyone, advisor warns.

2024 COLA estimate increases despite slowing inflation
RETIREMENT RETIREMENT PLANNING JUL 12, 2023
2024 COLA estimate increases despite slowing inflation

The Senior Citizens League increased its estimate for the 2024 cost of living adjustment to 3%.

New ETF offers exposure to global music industry, but will advisors rock out?
INVESTING MUTUAL FUNDS JUL 12, 2023
New ETF offers exposure to global music industry, but will advisors rock out?

The exchange-traded fund offers exposure to the entire music industry, including streaming services, content and distribution, live events and ticketing, and music equipment and technology.

InvestCloud names Heather Bellini president and chief financial officer
YOUR PRACTICE FINTECH JUL 11, 2023
InvestCloud names Heather Bellini president and chief financial officer

Bellini will oversee finance, legal, HR and business operations at the company, which is rebuilding executive leadership after a spring shakeup.

Amid volatility, tech that proves an advisor's value will thrive
YOUR PRACTICE FINTECH JUL 11, 2023
Amid volatility, tech that proves an advisor's value will thrive

There's new pressure on advisors to clearly demonstrate the value they deliver to clients, and technology will play a key role.

AI arrives on Wall Street
YOUR PRACTICE FINTECH JUL 10, 2023
AI arrives on Wall Street

Morgan Stanley and JPMorgan seize the initiative, while smaller firms grapple with a lack of standardized data.

Advisors jumping onto Threads could create compliance headaches
YOUR PRACTICE FINTECH JUL 07, 2023
Advisors jumping onto Threads could create compliance headaches

Currently Threads lacks many of the features that are standard on other social media platforms, such as direct messaging and feed curation.

Wells Fargo team with $350 million moves to Raymond James
NEWS BROKER DEALERS JUL 06, 2023
Wells Fargo team with $350 million moves to Raymond James

Managing partner at Keybridge Wealth Management says team will now have 'complete freedom to advise clients.'

Advisor satisfaction with firms hinges on time spent with clients: J.D. Power
NEWS BROKER DEALERS JUL 05, 2023
Advisor satisfaction with firms hinges on time spent with clients: J.D. Power

Annual survey reveals highest and lowest scoring firms, while one advisor questions work ethic of some peers.