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
Former Waddell & Reed broker barred for taking $130,000 from his elderly mother
NEWS INDUSTRY NEWS NOV 19, 2018
Former Waddell & Reed broker barred for taking $130,000 from his elderly mother

Robert Lee Basile faces two years of probation after pleading guilty to theft from an elder and embezzlement.

Fintech one of few areas willing to give women a break
YOUR PRACTICE FINTECH NOV 17, 2018
Fintech one of few areas willing to give women a break

Historical barriers are less entrenched in financial technology, and women are taking full advantage of their chance to shine.

Want to attract millennial investors? Time to rethink AUM pricing
NEWS INDUSTRY NEWS NOV 15, 2018
Want to attract millennial investors? Time to rethink AUM pricing

New research argues XY Planning Network pricing options are the future of advice.

Betterment revamping adviser-facing dashboard
YOUR PRACTICE FINTECH NOV 15, 2018
Betterment revamping adviser-facing dashboard

Robo adviser update includes more information to help advisers track client behavior.

LPL providing credit monitoring, identity protection to investors exposed by data breach
YOUR PRACTICE FINTECH NOV 14, 2018
LPL providing credit monitoring, identity protection to investors exposed by data breach

The firm remains tight-lipped about how many investors were affected.

RightCapital lands partnership with Commonwealth
YOUR PRACTICE FINTECH NOV 14, 2018
RightCapital lands partnership with Commonwealth

The financial planning startup hopes to provide tech to Commonwealth's network of 1,800 advisers.

Advisor Group launching new paperless onboarding technology
YOUR PRACTICE FINTECH NOV 13, 2018
Advisor Group launching new paperless onboarding technology

Program hopes to give advisers a fully digital client experience on par with robos.

Orion, Advicent give advisers more control over client reports
YOUR PRACTICE FINTECH NOV 13, 2018
Orion, Advicent give advisers more control over client reports

Latest updates make it easier for firms to customize reports to exact specifications.

Wells Fargo loses $560 million advisory team to Raymond James IBD
NEWS INDUSTRY NEWS NOV 12, 2018
Wells Fargo loses $560 million advisory team to Raymond James IBD

Financial Services & Investment Strategies Group says the move will help reshape and rejuvenate its business.

Ex-Morgan Stanley broker sues firm for wrongful termination, smear campaign
NEWS WIREHOUSES NOV 09, 2018
Ex-Morgan Stanley broker sues firm for wrongful termination, smear campaign

Claims his income is going from $300,000 to $91,000 as a result of his tarnished reputation.