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
Financial literacy could make advice more accessible to women of color
YOUR PRACTICE PRACTICE MANAGEMENT MAR 18, 2019
Financial literacy could make advice more accessible to women of color

Industry leaders share their ideas at <i>InvestmentNews</i> Women to Watch think tank .

Envestnet MoneyGuide deal will have a massive impact on the advice industry
YOUR PRACTICE FINTECH MAR 15, 2019
Envestnet MoneyGuide deal will have a massive impact on the advice industry

Transaction leaves two big players in the market for financial planning software, Envestnet MoneyGuide and Fidelity's eMoney.

Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon
YOUR PRACTICE WOMEN ADVISOR COMMUNITY MAR 14, 2019
Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon

22 women accepted awards for their outstanding work in the financial advice industry.

Envestnet acquires MoneyGuide for $500 million
YOUR PRACTICE FINTECH MAR 14, 2019
Envestnet acquires MoneyGuide for $500 million

Deal will allow Envestnet to deepen integrations between MoneyGuide and its other wealth management solutions.

Former Pimco CEO charged in college admissions bribery scheme
NEWS INDUSTRY NEWS MAR 12, 2019
Former Pimco CEO charged in college admissions bribery scheme

Douglas Hodge allegedly paid hundreds of thousands of dollars to get two of his children admitted to the University of Southern California.

Future of advice is wealth planning across the household
NEWS RIAS MAR 11, 2019
Future of advice is wealth planning across the household

MMI report: Advisers will need tech to manage all client accounts together as one.

High-net-worth investors not impressed by mobile wealth management apps
YOUR PRACTICE FINTECH MAR 11, 2019
High-net-worth investors not impressed by mobile wealth management apps

Apps are still too text-heavy and difficult to navigate, J.D. Power study finds.

529 plan costs: Advisers, broker-dealers brace for Finra crackdown
NEWS REGULATION AND LEGISLATION MAR 09, 2019
529 plan costs: Advisers, broker-dealers brace for Finra crackdown

The regulator is on the warpath against unsuitable share class recommendations. How will the industry respond?

Advisers can beat out firms like Fidelity with this marketing approach
YOUR PRACTICE PRACTICE MANAGEMENT MAR 08, 2019
Advisers can beat out firms like Fidelity with this marketing approach

Planners can't compete on ad spending but local Google Search results can be even more beneficial to business development.

Cetera Financial Group to offer fee-for-service business model
YOUR PRACTICE FINTECH MAR 04, 2019
Cetera Financial Group to offer fee-for-service business model

The network's advisers will be able to offer one-time services or ongoing subscription-style fees.