Originally from Northern California, Ryan received bachelor's degrees in English and philosophy at 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, he moved to New York to earn a master's in journalism at Columbia University. Besides covering all things in financial advisor technology, Ryan has also written about music, sports, politics, art and entertainment.
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Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.
By Ryan W. NealApril 8 -
Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually.
By Ryan W. NealMarch 31 -
Four months after shutting down, the fintech and some of its employees are joining SEI.
By Ryan W. NealMarch 31 -
Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts.
By Ryan W. NealMarch 30 -
For just $1,000, clients can sign up for the firm’s purely digital automated advice service.
By Ryan W. NealMarch 26 -
The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.
By Ryan W. NealMarch 25 -
The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
By Ryan W. NealMarch 9 -
The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.
By Ryan W. NealMarch 4 -
New entrants are gaining traction while established players continue to grow.
By Ryan W. NealMarch 3 -
Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.
By Ryan W. NealMarch 2