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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

Displaying 814 results

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Fintech Bytes: Bento Engine, RIA in a Box and Wealthramp

Here are the rest of the week’s fintech stories.

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How firms can win the next generation of talent

Wealth management firms vying for next-gen talent must rethink long-held expectations about how, where and why people go to work, according to speakers at InvestmentNews' 40 Under 40 gathering.

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The trouble with tech integration

More than half of advisers say the lack of integration between their core applications is the biggest pain point with technology.

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Fintech Bytes: Vise, CapIntel and Morningstar

Fintech companies are responding to the first bear market many have experienced. Here are the rest of the week's fintech stories.

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Pershing launches next-gen NetX360 at annual adviser conference

BNY Mellon Pershing revealed the next generation of its wealth management technology at its annual INSITE conference this week in Grapevine, Texas.

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Fintech startups tighten belts, bracing for extended bear market

Tifin laid off 10% of its workforce this month in response to the market environment, and it isn't alone.

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AssetMark buys $9.5 billion TAMP business from Vestmark

The deal for Adhesion expands AssetMark’s ability to serve the RIA market.

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SEC hits Schwab robo-adviser with $187 million fine

Charles Schwab Corp. has agreed to pay $187 million to settle charges from the Securities and Exchange Commission that the discount brokerage did not disclose how its robo-adviser used large cash holdings in client portfolios to generate revenue.

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Fintech Bytes: Prudential, Riskalyze and Future Proof Festival

A roundup of the rest of the week's fintech headlines.

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Judge tosses class-action complaint against Schwab robo-adviser

A Northern California District Court judge dismissed a class-action lawsuit alleging Charles Schwab’s Intelligent Portfolios violated its fiduciary duty by over-investing clients in cash.