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Redtail Technology > News > FinTech Industry
14 Sep 2022
Redtail Blog Feature Graphic - Industry Updates
With Orion realignment, Brian McLaughlin steps into role of President, Orion Advisor Tech
Category: FinTech Industry
Orion is reorganizing to focus on three strategic business lines (Advisor Tech, OCIO and TAMP).
24 Aug 2022
Redtail Blog Feature Graphic - Best Practices
AllBackoffice Consulting services offered to Redtail users!
Category: FinTech Industry
AllBackoffice Consulting, who offer Operations and Technology Solutions for Wealth Management, now has Redtail-specific service offerings that may benefit some offices.
21 Jan 2022
Redtail Blog Feature Graphic - Industry Updates
Moore’s Law may be slowing down but wealthtech’s just getting started
Category: FinTech Industry
In an Opinions piece at Financial Planning, Redtail CEO Brian McLaughlin considers how fintech may respond in a world where computing power is perhaps not as limitless as it on...
19 Oct 2021
Redtail Blog Feature Graphic - Industry Updates
Pandemic underscores value of CRM
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined InvestmentNews' 3Questions to discuss CRM's value during the pandemic and why software education is so vital.
08 Oct 2021
Blog Feature - Riskalyze Conference Keynote
Rules for Advisors to Survive Zombieland: Rick Williamson’s presentation from FIS 2021
Category: FinTech Industry
We are excited to be able to share the Rules for Advisors to Survive Zombieland session that Ricky Redtail presented to Riskalyze's Fearless Week participants.
09 Sep 2021
AFO wealth management forward podcast
David Mehlhorn, our Director of Sales, joined the AFO Wealth Management Forward podcast
Category: FinTech Industry
Redtail Director of Sales David Mehlhorn recently joined The AFO Wealth Management Forward podcast for a wide ranging conversation about Redtail CRM.
03 Jun 2021
Insite 2021
Join Us Virtually @ iNSITE 2021
Category: FinTech Industry
Grab your virtual seat and register today for INSITE 2021! You will also have the opportunity to check out Redtail’s on-demand session.
30 Apr 2021
Industry Updates header
CEO Roundtable Series Webinar – The Comeback
Category: FinTech Industry
They're back! Join to hear some of our industry's best thought leaders share ideas on helping the advisor community lead through change.
16 Apr 2021
The Lost Interview - Blog Feature
Hear “The Lost T3 Interview” between Redtail CEO Brian McLaughlin and Craig Iskowitz on The Wealth Tech Today podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined The Wealth Tech Today podcast for a fun road warriors' gear geek out.
01 Feb 2021
Industry Updates header
Replay of Panoramix Partner Spotlight featuring Redtail Technology 1/28/21
Category: FinTech Industry
On January 28, Tim Welsh, President of Nexus Strategy, hosted Panoramix CEO Chris Hastings and Redtail CEO Brian McLaughlin to see what they had to say about 2020 and where the...