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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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Envestnet Tamarac partners with Schwab, TD on digital account openings

Auto-filling documents designed to make onboarding more efficient for RIAs and more convenient for clients.

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Square eyes the digital investing space

With 7 million people using its cash app, some as their only bank account, the company could disrupt the robo-advice market.

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Betterment links its tool for advisers with outside tech provider

What can this financial planning tool offer Betterment for Advisors' clients?

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AI for everyone: ForwardLane wants to show some love for small, midsize advisers

ForwardLane wants to provide tools for firms that are unable to build them in-house.

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EF Hutton banks on cryptocurrency to fuel latest revival

The firm is talking again, but is anyone listening?

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Salesforce expects CRM to boost cross-channel referrals

Latest update to Financial Services Cloud looks to unify financial advice with insurance and banking.

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RIA charged for not disclosing commissions earned from selling risky tech stock

Tamara Steele and her firm didn't disclose the $2.5 million in commissions she earned for selling shares of a company that was later charged with fraud, SEC claims.

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New iPhone can end the days of carrying around two phones

Advisers can have work and personal numbers on one device, but can't forget about compliance.

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Betterment clients can now buy one-time access to human financial advisers

For a flat fee, users can receive guidance on major life events without paying for Betterment Premium.

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MoneyGuidePro releases fifth-generation financial planning tool

PIEtech's popular software helps advisers estimate health care costs, create more complex life insurance scenarios and run performance projections on assets held away.