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Ryan W. Neal
Works at WealthManagement.com
Attended University of California, Santa Barbara
Lived in Sacramento, CA
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Ryan W. Neal

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From the 2015 BCG Global Wealth Report, wealth continued to rise in North America and around the world, but it's not sunshine and rainbows for advisors:

http://wealthmanagement.com/industry/wealth-rise-mostly-due-markets
North American wealth grew 5.6 percent in 2014, according to the Boston Consulting Group, but the numbers belie the fact that new wealth creation is lackluster.
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Ryan W. Neal

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The advisory industry talks a big game about recruiting NextGen advisors, but few firms have actually become places millennials want to work. On a list of the top 75 employers for millennials, only two firms, Greenleaf Trust and Commonwealth Financial Network, made it. 

http://wealthmanagement.com/industry/two-wealth-management-firms-list-best-places-millennials-work
Only two wealth management firms were named in a ranking of the 75 best places to work for millennials.
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Ryan W. Neal

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YCharts raised an additional $6 million in a new round of funding led by Morningstar. 

http://wealthmanagement.com/blog/ycharts-raises-another-6-million-vc-funding
To help grow its web-based financial terminal, Chicago startup YCharts raised another $6 million in a round of funding led by Morningstar.
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Ryan W. Neal

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A look at the wealth management innovations featured at the Finovate Spring convention in San Jose.
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Craig Pfeiffer will succeed Chris Davis as president and CEO of Money Management Institute in May. Davis has held the role since MMI was founded in 1997. 

http://wealthmanagement.com/blog/advisors-ahead-founder-craig-pfeiffer-be-new-mmi-president
Craig Pfeiffer will succeed Christopher Davis as president and CEO of MMI in May.
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Congrats to Craig!  There were some great presentations and panel discussions at the MMI 2015 Annual Convention.  If you missed it, you can read my Quick Twitter Recap: http://bit.ly/WMToday-MMI2015-1
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Ryan W. Neal

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Cool project that I was proud to work on... the top women-owned registered investment advisor firms of 2015. This industry desperately needs more diversity. 

http://wealthmanagement.com/rankings/top-10-women-owned-rias-2015#slide-10-field_images-830541
The women on WealthManagement.com's Top 50 Women RIAs list are more than just advisors, of course. They are entrepreneurs, owning at least 25 percent of some of the largest RIAs around the United States.
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Ryan W. Neal

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With Hedgeable and HedgeCoVest, a new generation of fintech startups want to bring alternatives to the masses:

http://wealthmanagement.com/technology/new-breed-fintechs-bring-alternatives-masses
Two new fintech companies want to make hedge funds available to the mass affluent, but others worry it might do more harm than good.
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Many advisors don't think investing in technology will lead to actual business results, but the Aite Group found a positive correlation between digital adoption and high-performing wealth management firms: 

http://wealthmanagement.com/blog/avoiding-digital-tools-could-threaten-asset-growth
The Aite Group identified a positive correlation between advisor firm performance and digital adoption.
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Ryan W. Neal

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I went to the Finovate conference in San Jose to find the latest and greatest wealth management technology. Here's what I found on day 2:

http://wealthmanagement.com/technology/finovate-spring-2015-7-wealth-management-innovations-day-2#slide-0-field_images-894381
A look at seven of innovations for the wealth management industry shown during the second day of Finovate Spring in San Jose.
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Betterment's new tool allows the robo-advisor to provide retirement planning advice:

http://wealthmanagement.com/technology/betterment-launches-automated-advice-engine-retireguide
Moving beyond asset allocation, Betterment is bringing algorithms to retirement planning.
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Attention financial advisors, your clients are expecting double-digit returns this year: http://wealthmanagement.com/blog/investors-expect-double-digit-returns-2015
A Natixis Global Asset Management survey found that investors expect double-digit returns in 2015 and are willing to take on more risk to get there, but still don't have a financial plan to protect against a market setback.
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Have him in circles
117 people
Acacia Squires's profile photo
CHERRY FORTUNE's profile photo
Ivan Jans's profile photo
Erin Cauchi's profile photo
Justine Boucher's profile photo
Chris Robato's profile photo
Ben Bradford's profile photo
sarah munir's profile photo
nguyen thanh thao's profile photo
Work
Occupation
Writer, Content Producer, Journalist
Employment
  • WealthManagement.com
    Content Producer, present
  • International Business Times
    Technology Reporter, 2013 - 2014
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Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Previously
Sacramento, CA - Santa Barbara, CA - Breckenridge, CO - New York, NY
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Tagline
Writer, multimedia journalist, native Californian, bartender, ex-snowboard bum and professional bringer of good times.
Introduction

Multimedia journalist and writer based in New York City, covering investment advising and wealth management industry for WealthManagement.com.

Originally from Northern California, I received bachelor degrees in English and philosophy at UC Santa Barbara and began my career in journalism at the Santa Barbara Independent. After a few years of freelancing, bartending and snowboarding in Colorado, I moved to New York to get my master's in journalism at Columbia University. I've written about music, sports, politics, technology, and now finance.

Education
  • University of California, Santa Barbara
    English, Philosophy, 2005 - 2009
  • Columbia University Graduate School of Journalism
    M.S. Magazine, 2011 - 2012
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Male
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