Brian McLaughlin

August 7, 2017

Redtail’s Improved Mobile App Aims to Impress

At the recently concluded LPL Focus 2017 Conference, I had a chance to catch up with Redtail CEO Brian McLaughlin and his team. During my visit, […]
July 31, 2017

4 Ways Advisors Can Use Technology to Attract Millennials

We’ve all seen the headlines: the greatest wealth transfer in human history is coming and predictions say that financial professionals could lose as much as 90-95% […]
February 16, 2017

Asset-Map® and Redtail Integrate to Enhance Advisor/Client Conversations

Asset-Map®, the technology platform that is changing the nature of financial advisors’ conversations with clients, announced today at T3 Advisor Conference its integration with Redtail Technology, […]
August 15, 2016

Vanare, Redtail Streamline Account Opening For Financial Advisors and their Clients

Integration pairs a fully customizable roboadvisor and account opening platform with industry-leading CRM Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship […]
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