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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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Envestnet President Stuart DePina stepping down as part of larger reorganization

The tech giant is restructuring itself into three segments: Envestnet Solutions; Envestnet Data and Analytics; and Envestnet WealthTech.

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Paxos to help broker-dealers introduce crypto trading to advisers

The blockchain infrastructure company is launching a business aimed at introducing cryptocurrency across a broker-dealer's workforce of financial advisers.

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Fintech Bytes: AdvisorEngine, eMoney and Invesco’s intelliflo

Catch up on the highlights from this week in fintech news.

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Savant invests $3 million to help Australian fintech expand into US wealth market

Australian fintech Lumiant provides a digital client portal and engagement technology for advisers, and RIA Savant will be its first US customer.

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Fintech Bytes: iCapital, Morningstar, RIA in a Box

For some additional reading material in between cookouts and baseball games this weekend, here are the rest of the week’s adviser fintech headlines.  

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Fintech unicorn Vise partners with Morgan Stanley alum’s new RIA aggregator

Vise, a startup that provides advisers with custom indexing and automated portfolio management, is looking to boost growth by partnering with a new RIA aggregator.

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Bill Winterberg returns to adviser fintech at AdvicePay

Winterberg will serve as vice president of financial planning growth at AdvicePay, the fee-payment-process technology created by XY Planning co-founders Michael Kitces and Alan Moore.

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Crypto libertarians are learning the reason for regulations

As digital assets sell off, some crypto industry leaders are realizing that government rules aren't such an evil thing after all.

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Advisers getting better at social media, but still have work to do

A new study analyzing social media posts from across the financial services industry found that while posts about a firm's or adviser's stance on issues are the most engaging, they account for only 1% of total posts.

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Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken

A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.