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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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Raymond James launches WealthMAP to help attract and retain new financial advisers

The two-year program will help those interested in advice earn Series 7 and Series 66 licensing while learning financial planning skills

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Still overlooking millennials? Not OK, Boomer

Why the financial advisory industry continues to fail at connecting with this crucial generation

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5 ways to connect with millennials

Some tips from a satisfied client that could help advisers fine-tune their pitch to the next generation

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T3 attendees at odds over actual adviser count at conference

Conference founder Joel Bruckenstein denied suggestions that attendance has decreased or competition has increased

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After Fiserv sale, Cheryl Nash’s team rebrands as Tegra118

The sale of Fiserv's investment services business to Motive Partners closed Tuesday

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Saving time, tech integration are themes at T3

LPL, Fidelity and Orion were among the companies announcing new integrations at the conference

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Ric Edelman makes the case for Bitcoin at T3

Despite Edelman's enthusiasm, his firm does not recommend digital assets to its clients

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How firms can meaningfully improve diversity, and why they should

Despite industrywide initiatives, advisory firms are making only slow progress on diversity

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DTCC launching API marketplace to improve access to processing services

The hope is that easy access to application programming interfaces will improve innovation and collaboration with member firms

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Robo-advisers continue swift asset growth

LearnBonds.com expects assets managed on digital platforms to reach $1.4 trillion globally in 2020