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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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Fidelity building managed accounts platform

FMAX ties together Wealthscape technology, eMoney financial planning and investment management to rival TAMPs.

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  • ESG
  • June 6, 2019

Robo offers SRI portfolios supporting racial justice

OpenInvest will overweight companies with a track record of improving racial equality while avoiding those that harm minority communities.

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Oranj and TradeWarrior battle moves beyond the courtroom

TradeWarrior founder Damon Deru is launching a new rebalancing software following a messy split from Oranj.

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Merrill Lynch adding human advisers to Guided Investing robo

The advisers will fill a service gap between the firm's purely digital, self-directed robo-adviser and the full-service advisers of Merrill Lynch.

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Financial firms need to standardize data so fintechs can build next-generation software

Three ideas for how the financial services industry could be pushed to standardize data collection and processing.

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The robo-advice market is growing, but changing

Vanguard still dominates the market, but Aite Group expects increased growth among banks and discount brokerages.

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Redtail isn’t the only firm with cybersecurity issues

Study of 30 mobile apps found vulnerabilities at 29 firms.

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Redtail response to investor data leak may have broken state laws

Fintech firm waited two months to tell investors after finding and fixing the breach.

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5 CRM functions advisers ignore at their peril

These tools could help advisers improve ROI.

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Redtail CRM data breach exposes personal client data

The information exposed includes names, addresses, dates of birth and Social Security numbers.