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Ryan W. Neal
Works at WealthManagement.com
Attended University of California, Santa Barbara
Lived in Sacramento, CA
117 followers|51,324 views
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Ryan W. Neal

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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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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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How a firm can plan for the unexpected death of a financial advisor:

http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death
Drawing from his experience losing three advisors in a year and a half, president and founder of Integrated Financial Partners Paul Saganey shares advice on planning for an unexpected employee death.
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Rob Arnott from Research Affiliates was voted the most influential person in Wealth Management this year in the Wealth Management Madness Tournament:

http://wealthmanagement.com/blog/rob-arnott-wins-wealth-management-madness-2015
In the final round of Wealth Management Madness, Rob Arnott defeated Janet Yellen to claim this year's championship.
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Ryan W. Neal

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Wealthfront eliminates $100k minimums for tax-loss harvesting. A response to Schwab offering service for $50k?

http://wealthmanagement.com/blog/wealthfront-eliminates-100k-minimum-tax-loss-harvesting
In the wake of Schwab's new robo-advisor, which doesn't charge advisory fees and offers tax-loss harvesting for accounts with at least $50,000, Wealthfront eliminated minimum requirements for its own tax services.
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Millennials are much more concerned with socially responsible investing, so Motif and Pacific Life have partnered to bring Swell, a new investment firm with groups of stocks themed around charitable causes.

http://wealthmanagement.com/technology/motif-investing-and-pacific-life-launch-sri-firm
To focus on millennial investors, Motif Investing and Pacific Life partnered to launch Swell, an investment firm with a new spin on SRI they call "cause-driven" investing.
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Ryan W. Neal

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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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My good friend +Alison Klemp made a an Easter joke and Facebook censored it:

http://alisonklemp.kinja.com/i-made-an-easter-joke-and-facebook-shut-me-down-1696038221
On Easter Sunday evening I was reported (twice) for violating Facebook's "Community Standards" on nudity for the following status:
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Ryan W. Neal

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CWP, a $2 billion super-OSJ, is joining LPL's RIA custodial platform:

http://wealthmanagement.com/rias/lpl-adds-2-billion-super-osj-ria-custody-platform
The $2 billion AUM super-OSJ joined LPL's RIA custodial platform, giving affiliated advisors options to new business models for growing their firms.
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Schwab revealed it's plans for a version of it's Intelligent Portfolios robo-advisor for wealth managers. 

http://wealthmanagement.com/technology/schwab-reveals-intelligent-portfolios-advisors
Weeks after announcing the launch of an automated investing platform for retail investors, Schwab is white-labeling the technology for advisors.
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Members of IMCA skeptical about the impact robo-advisors are having on the advice industry:

http://wealthmanagement.com/blog/robo-doubt-imca-members-skeptical-rise-financial-technology
In its annual survey, IMCA found that its members are divided on the impact that robo-advice technology is having on the industry.
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Have him in circles
117 people
pitou an's profile photo
Prescotte Stokes III's profile photo
Rebecca Crook's profile photo
sarah munir's profile photo
Four Star Wealth Advisors, LLC's profile photo
Aaron Chiou's profile photo
Ted Regencia's profile photo
Amila N Chathuranga's profile photo
Zachary Adams's profile photo
Work
Occupation
Writer, Content Producer, Journalist
Employment
  • WealthManagement.com
    Content Producer, present
  • International Business Times
    Technology Reporter, 2013 - 2014
Places
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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Gender
Male
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