Subscribe

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

BlackRock bringing proxy-voting choice to retail investors in its largest ETF

More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.

Topic

Advisors pulled out of equities, increased exposure to alts in 2022

Just because alts have been democratized doesn’t mean they're a fit for everyone, advisor warns.

Topic

2024 COLA estimate increases despite slowing inflation

The Senior Citizens League increased its estimate for the 2024 cost of living adjustment to 3%.

Topic

New ETF offers exposure to global music industry, but will advisors rock out?

The exchange-traded fund offers exposure to the entire music industry, including streaming services, content and distribution, live events and ticketing, and music equipment and technology.

Topic

InvestCloud names Heather Bellini president and chief financial officer

Bellini will oversee finance, legal, HR and business operations at the company, which is rebuilding executive leadership after a spring shakeup.

Topic

Amid volatility, tech that proves an advisor’s value will thrive

There's new pressure on advisors to clearly demonstrate the value they deliver to clients, and technology will play a key role.

Topic

AI arrives on Wall Street

Morgan Stanley and JPMorgan seize the initiative, while smaller firms grapple with a lack of standardized data.

Topic

Advisors jumping onto Threads could create compliance headaches

Currently Threads lacks many of the features that are standard on other social media platforms, such as direct messaging and feed curation.

Topic

Wells Fargo team with $350 million moves to Raymond James

Managing partner at Keybridge Wealth Management says team will now have 'complete freedom to advise clients.'

Topic

Advisor satisfaction with firms hinges on time spent with clients: J.D. Power

Annual survey reveals highest and lowest scoring firms, while one advisor questions work ethic of some peers.