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
House introduces bill targeting elder financial abuse
NEWS REGULATION AND LEGISLATION JUL 10, 2018
House introduces bill targeting elder financial abuse

Legislation would establish a task force to examine challenges facing senior investors and recommend regulatory, statutory changes.

Complect wants to make outsourcing compliance easier and more affordable
YOUR PRACTICE FINTECH JUL 10, 2018
Complect wants to make outsourcing compliance easier and more affordable

The online marketplace hopes to connect advice firms with compliance experts.

Advisers warming up to AI
YOUR PRACTICE FINTECH JUL 05, 2018
Advisers warming up to AI

A new survey finds most advisers see potential for AI to improve client experience.

SEI has new approach to improve technology adoption by advisers
NEWS RIAS JUL 03, 2018
SEI has new approach to improve technology adoption by advisers

Firm hopes that involving advisers in the technology design process will result in better aligned products

Wirehouses using digital advice technology to boost cross-selling
YOUR PRACTICE FINTECH JUL 02, 2018
Wirehouses using digital advice technology to boost cross-selling

With budgeting apps, account aggregation and integration with banking business, new apps give large firms the chance to increase wallet share.

LGBTQ advisers and clients would welcome this approach
YOUR PRACTICE PRACTICE MANAGEMENT JUN 28, 2018
LGBTQ advisers and clients would welcome this approach

It's easy to say "we tolerate everybody," but here are actionable suggestions for fostering a more inclusive workplace.

Merrill adds Zelle to wealth management app to let clients make payments
YOUR PRACTICE FINTECH JUN 26, 2018
Merrill adds Zelle to wealth management app to let clients make payments

But advisers say they don't see using apps like Zelle or Venmo to collect client fees.

Moneyball for financial advisers
YOUR PRACTICE FINTECH JUN 25, 2018
Moneyball for financial advisers

Fintech companies are using data to develop next-generation metrics for advisers.

New ways to pay for college
NEWS INDUSTRY NEWS JUN 23, 2018
New ways to pay for college

Experts respond to real-life scenarios of people struggling to afford higher education.

Silicon Valley, AI hit the finance world
YOUR PRACTICE FINTECH JUN 23, 2018
Silicon Valley, AI hit the finance world

As adviser technology continues to expand, how should a firm go about building the ideal tech suite?