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
State Street uses AI to provide a newsfeed relevant to portfolio holdings
YOUR PRACTICE FINTECH JUL 19, 2018
State Street uses AI to provide a newsfeed relevant to portfolio holdings

Company believes the technology will help investment managers make better decisions, mitigate risk and generate alpha.

Pershing draws inspiration from consumer apps to drive RIA tech strategy
NEWS RIAS JUL 18, 2018
Pershing draws inspiration from consumer apps to drive RIA tech strategy

A redesign of NetX360 is coming soon, along with support for cash disbursements via text messages.

RIA 'Shark Tank' backs a digital adviser out of the gate
YOUR PRACTICE FINTECH JUL 17, 2018
RIA 'Shark Tank' backs a digital adviser out of the gate

Despite a crowded market, RIAs bet InvestmentPOD has what it takes to build a better mousetrap.

TD Ameritrade launches fintech competition with $100,000 in prizes
NEWS RIAS JUL 16, 2018
TD Ameritrade launches fintech competition with $100,000 in prizes

Firm turns to crowdsourcing in hopes of injecting some outside innovation into the adviser technology marketplace.

Writing on the wall for direct-to-consumer robo startups
YOUR PRACTICE FINTECH JUL 16, 2018
Writing on the wall for direct-to-consumer robo startups

Client acquisition costs and increasing competition proved too much for Hedgeable.

Fidelity offering model portfolios
NEWS RIAS JUL 12, 2018
Fidelity offering model portfolios

Custodian believes these will help advisers scale their business and offer more financial planning.

Average client assets top $2 million for first time
NEWS RIAS JUL 12, 2018
Average client assets top $2 million for first time

Charles Schwab's latest RIA Benchmarking Study reports organic growth is driving increased AUM and revenues.

What the fastest growing RIAs have in common
NEWS RIAS JUL 12, 2018
What the fastest growing RIAs have in common

Schwab study of 1,261 firms finds that overall assets under management climbed 16.2% in 2017 at the median versus 9.6% in 2016

SEC censures, fines advisers for Yelp endorsements
NEWS RIAS JUL 11, 2018
SEC censures, fines advisers for Yelp endorsements

Three advisers paid marketing consultant to solicit clients for online testimonials.

Merrill Lynch launches fiduciary dashboard for advisers
YOUR PRACTICE FINTECH JUL 11, 2018
Merrill Lynch launches fiduciary dashboard for advisers

Despite death of the DOL fiduciary rule, wirehouse continues to invest in ways to meet best-interest standard.