May 2, 2017

RBC Launches New Wealth Management Technology Platform with Five Leading Fintech Providers

RBC Correspondent Services, a clearing firm for independent broker/dealers, and RBC Advisor Services, an RIA custodian, today announced the launch of BLACK, a new integrated financial […]
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 18, 2016

Redtail and FMeX Simplify the Marketing Process for Financial Advisors

In March of 2016, when I reviewed FMeX (Financial Media Exchange) in “A Fresh, and Cheap(er) Approach to Digital Marketing,” my first impressions of the platform’s […]
July 20, 2016

Rise of the Machines

Whether it’s a young Arnold Schwarzenegger breaking through a wall or a space station turning against you, the machine takeover has been on the minds of […]
July 11, 2016

Are You Burning or Building Generational Bridges?

Fidelity’s 2015 RIA Benchmarking Study found that 23% of clients are 70 years of age or older and that they hold 28% of assets. One can […]
April 27, 2016

The Evolution of Professional Software for Advisors

I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show.  There seems […]
January 21, 2016

Everplans and Redtail Announce Relationship to Deliver Streamlined End-of-Life Planning Technology to Advisors

First financial services integration for Everplans Professional since launch in June 2015 Everplans and Redtail Technology today announced a new relationship and completion of initial integration […]