Ryan W. Neal
InvestmentNews
New York, NY, United States
Contact Ryan W.
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Ryan W.:
Advisers face new M&A reality after COVID-19
An aging workforce may not be able to prolong retirement until valuations return. → Read More
Vanguard moving forward with new robo-adviser
In addition to providing retirement accounts, Vanguard plans to give advice on emergency funds, debt and managing their extra cash. → Read More
Wealthfront takes another step to becoming a digital bank
The robo-adviser says it will automatically pay bills and invest the rest in the most appropriate accounts. → Read More
Digital model marketplaces adding more active management strategies
As advisers look for answers after the sell-off, Oranj will expand its model marketplace with active asset management products from AllianzGI. → Read More
How COVID-19 is challenging adviser technology
Even the rapidly moving tech world is having to slow down for the pandemic. → Read More
Betterment surpasses $22 billion AUM in 500,000 user accounts
The company believes it remains on track toward its goal of going public. → Read More
eMoney Advisor expands digital marketing capabilities
The latest update to Adviser Branded Marketing automates how advisers find and nurture leads. → Read More
How robo-advisers performed during coronavirus sell-off
Wealthfront and Betterment stayed online, while TD Ameritrade's Essential Portfolios did well capturing more market upside than downside. → Read More
Robinhood outage underscores risks of investing in the digital age
No system can ever be foolproof, so it's imperative brokerages like Robinhood build in the necessary fail-safes so people can always access their money. → Read More
Morningstar expands footprint with deal for Canadian financial planning technology
The purchase comes just months after Morningstar acquired an Australian financial planning technology company, AdviserLogic → Read More
Vanguard, TD Ameritrade latest digital services to struggle with market downturn
With more people than usual logging in to check accounts or make trades, some platforms are slowing down. → Read More
Raymond James launches WealthMAP to help attract and retain new financial advisers
The two-year program will help those interested in advice earn Series 7 and Series 66 licensing while learning financial planning skills. → Read More
5 ways to connect with millennials
Some tips from a satisfied client that could help advisers fine-tune their pitch to the next generation → Read More
After Fiserv sale, Cheryl Nash's team rebrands as Tegra118
The sale to Motive Partners closed Tuesday night, and Fiserv will retail a 40% equity stake. → Read More
Saving time, tech integration are themes at T3
LPL, Fidelity and Orion were among the companies announcing new technology integrations at the Technology Tools for Today conference → Read More
How firms can meaningfully improve diversity, and why they should
Despite industrywide initiatives, advisory firms' progress on diversity remains slow, with women making up just 14% of advisers, according to Cerulli → Read More
DTCC launching API marketplace to improve access to processing services
DTCC hopes that making APIs readily available to clients will improve innovation and increase collaboration with its member firms. → Read More
Citi partners with Invesco's Jemstep to launch robo-adviser
Citi Wealth Builder, which puts investors into one of six ETF portfolios, will be free for clients with at least $50,000 at the bank → Read More
Riskalyze updates technology to help brokers comply with Reg BI
The risk tolerance technology debuted new workflows that will help firms comply with the SEC's Regulation Best interest at the FSI conference → Read More
Schwab has no plans to bring fractional shares to its adviser platform
Some say the firm is putting its retail platform before its institutional business. → Read More