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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

Topic

To move advisers into the future, adoption is the new innovation

Industry leaders discuss how to help advisers embrace new technology and service models

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Technology isn’t easy for big companies. Just ask Disney

What the troubled rollout of Disney+ can teach financial institutions about building technology.

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Top advisers know which clients are worth keeping, and which to let go

Although most advisers are hesitant to let go of any revenue, three-quarters say they have ended a relationship with a client.

Topic
  • News
  • November 14, 2019

Motif brings direct indexing to investors with as little as $10,000

The product is only available initially on Motif's consumer-facing platform, but the company plans to make it available to financial advisers in the future.

Topic
  • News
  • November 13, 2019

Top advisory firms focus on culture as well as growth

InvestmentNews honors some of the best-performing practices at its Top Advisory Firm Summit in Chicago.

Topic

Morningstar’s Tricia Rothschild resigning after 26 years

The firm said the chief product officer's decision to leave was hers alone and not the result of a change in strategy

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Technology systems challenged to be all things to all advice firms

Chief technology officers at the T3 Enterprise conference discuss industry's difficulties and solutions

Topic
  • News
  • November 4, 2019

Robo adviser SRI portfolios outperform traditional investing styles

New report from Backend Benchmarking provides good news for the outlook of sustainable investing.

Topic
  • News
  • October 31, 2019

UBS looking to deploy fintech to reach mass affluent

Firm isn't alone in its quest to move down market through technology.

Topic
  • News
  • October 31, 2019

UBS looking to deploy fintech to reach mass affluent

Firm isn't alone in its quest to move down market through technology.