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

Ryan W. Neal
Displaying 807 results
We need to talk about Method Man and Redman's performance at Future Proof
NEWS INDUSTRY NEWS SEP 27, 2023
We need to talk about Method Man and Redman's performance at Future Proof

"For a conference billing itself as the future and inclusive to all, this was the opposite and seemed tone-deaf,' says one person who attended the concert.

Finra asks SEC to extend remote inspections program
NEWS REGULATION AND LEGISLATION SEP 27, 2023
Finra asks SEC to extend remote inspections program

The rule allowing such inspections is due to expire at the end of this year, but Finra has asked to delay the expiration until June 30.

New Jersey chooses Vestwell to administer retirement savings program
RETIREMENT RETIREMENT PLANNING SEP 27, 2023
New Jersey chooses Vestwell to administer retirement savings program

Its plan, which will be rolled out in 2024, is the seventh state auto-IRA to partner with the digital record keeper.

Future Proof plants its flag in the advisor industry event circuit
NEWS INDUSTRY NEWS SEP 25, 2023
Future Proof plants its flag in the advisor industry event circuit

In its second year, the beachside conference attracted almost 3,000 attendees, nearly double last year’s attendance.

TIAA hires six new leaders for wealth management team
RETIREMENT RETIREMENT PLANNING SEP 22, 2023
TIAA hires six new leaders for wealth management team

The executives, all of whom are joining from other firms, will complement TIAA's current staff 'to help clients prepare for retirement and reach their financial goals,' an executive says.

Altruist eliminates software fees for RIAs
YOUR PRACTICE FINTECH SEP 21, 2023
Altruist eliminates software fees for RIAs

Advisors who custody exclusively with Altruist will receive free software, while firms that work other custodians will get the first 100 accounts for free.

Joe Duran details his next venture at Future Proof
NEWS RIAS SEP 11, 2023
Joe Duran details his next venture at Future Proof

Entrepreneur says Rise Growth, a firm that will provide funding and strategies for the next generation of national RIAs, will launch in 2024.

AssetMark CEO Natalie Wolfsen leaves for top job at Orion
YOUR PRACTICE FINTECH SEP 08, 2023
AssetMark CEO Natalie Wolfsen leaves for top job at Orion

As Wolfsen succeeds founder Eric Clarke as CEO of Orion, AssetMark announces she will be replaced by Michael Kim, a 13-year veteran of the company.

Flourish Cash increases FDIC coverage, interest rate to meet advisor demand
YOUR PRACTICE FINTECH SEP 08, 2023
Flourish Cash increases FDIC coverage, interest rate to meet advisor demand

Independent advisors can use Flourish to offer clients 5% APY on cash and up to $10 million in FDIC insurance.

Two startups merge into $1.2 billion digital family office
YOUR PRACTICE FINTECH SEP 07, 2023
Two startups merge into $1.2 billion digital family office

Compound, a financial and tax advisory service for tech executives, is joining Alternativ Wealth, a digital RIA, to form Compound Planning.