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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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Goldman taps former Fidelity exec to grow lending service for RIAs

Anthony Rochte will take over as head of GS Select

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Envestnet acquires stake in Dynasty Financial Partners

The partnership will make Dynasty's business development services available to advisers on Envestnet's platform

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After a year of financial planning technology deals, where does Advicent stand?

In the face of shrinking market share, can Advicent turn NaviPlan around?

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2020 tips for digital marketing campaigns

Advisers need a coordinated digital strategy if they want to stand out from the competition

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Robinhood fined $1.25 million by Finra

Regulator says trading app's order-flow procedures failed to guarantee clients received best prices

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Schwab is developing robo-adviser for retirees

Intelligent Income will help manage withdrawals across an investor's retirement accounts.

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Hearsay helping advisers be proactive about texting compliance

Tech vendor's texting app can now automatically detect keywords that run afoul of compliance and block messages from being sent.

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Making cybersecurity an adviser business opportunity

Advisers could become clients' first line of defense to keeping their financial lives safe

Topic
  • News
  • December 11, 2019

BlackRock partners with tech vendor to help advisers embrace model portfolios

The new platform automatically transfers asset to a BlackRock model portfolio in a tax-efficient manner, which the company hopes will encourage adoption in nonqualified accounts.

Topic
  • News
  • December 10, 2019

Wells Fargo eliminates commissions from stocks and ETFs on WellsTrade

The self-directed trading platform is the latest to announce zero-fee trades as the industry embraces a new business model.