Ryan W. Neal


Displaying 497 results


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


Mature fintechs, not startups, get bulk of funding and acquisition deals: Deloitte report

Fintech firms that are at least five years old are receiving more funding and are being acquired more often


Commonwealth adviser arrested in child prostitution sting operation

Nathan Duane Oeming allegedly responded to an ad posted by a detective posing as a 15-year-old girl


Lawmakers demand FTC investigate Envestnet Yodlee for selling consumer financial data

The data aggregator maintains it is in compliance with laws, regulations and best practices on data security and privacy


Real AI at work for advisers

Three firms where artificial intelligence is helping with financial planning


Cryptocurrency trading platform introduces SMAs for digital assets

SFOX hopes the SMA platform will help more financial advisers manage cryptocurrency assets on behalf of clients


Orion sales rumors continue

Barron's reports private equity owner is reportedly seeking nearly $2 billion


WisdomTree adds blockchain infrastructure to ETF ecosystem

The asset manager led a $17.65 million round of funding in tech startup Securrency


Visa acquiring data aggregation fintech startup Plaid for $5.3 billion

Plaid connects fintech startups like Betterment and Acorns with traditional banks


More consolidation coming in online brokerage market

Firms need large cash on hand to make up lost commission revenue, meaning M&A could be only viable option, Wakefield Research suggests.

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