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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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IRS takes on cryptocurrencies

Government struggles to enforce tax laws on digital currency as Bitcoin breaks $10,000 mark.

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Former Trump lawyer suing Envestnet Yodlee

Marc Kasowitz's client, FinApps, claims Envestnet Yodlee stole its credit risk assessment technology.

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Orion bringing HSA data to portfolio management dashboard

Fintech wants to help satisfy a growing adviser demand to offer HSAs to clients.

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Two of the most widely-used adviser fintechs you’ve never heard of

While not as flashy as robo-advice or financial planning, forms automation vendors count most of the broker-dealers as their customers.

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  • ESG
  • July 25, 2019

Pacific Life shutters ESG robo-adviser Swell Investing

Investors have until August 30 to log in to their account to either withdraw funds, rollover them to an IRA or transfer funds.

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Betterment escalates robo battle with new 2.69 percent interest rate

The digital adviser is offering savings accounts with that rate for customers who also sign up for a checking account.

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Advisers react to Tim Hockey suddenly resigning from TD Ameritrade

Some worry the sudden departure signals a shift towards pushing retail products.

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TD Ameritrade CEO Tim Hockey resigning

The company's board is searching for a successor.

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Longevity planning will be a central mission for advisers of the future

Clients are living longer, and advisers will need to help them avoid outliving their money

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Advisor Group rolls out cybersecurity program for broker-dealers

Insurance, data-backup, auditing and monitoring are among the components of CyberGuard