December 3, 2018
As your advisory firm grows, your business goals and the technology you need to support those goals will inevitably change. A solo advisor in their first […]
August 1, 2017
wealthlab.io is a stand-alone REST API for professional wealth managers and their technology teams. It allows them to easily create client portals or wealth management apps using […]
July 31, 2017
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% […]
July 25, 2017
For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
July 19, 2017
As the old saying goes, there are only two certainties in life — death and taxes. But in today’s ever-evolving world, the reality is there is […]
June 28, 2017
I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]