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Redtail Technology > News >
03 Nov 2022
Redtail Blog Feature Graphic - Industry Updates
What’s most important to your tech stack? Build around that hub!
Category: FinTech Industry
Redtail co-founder Brian McLaughlin discusses things for advisors to consider when building their tech stacks with Advisorpedia at FIS in October.
31 Oct 2022
Redtail Blog Feature Graphic - Industry Updates
With compliant text messaging options available, there’s no excuse for incurring texting fines
Category: FinTech Industry
Redtail co-founder Brian McLaughlin discusses compliant text messaging, most-in-one solutions, and Orion's roadmap with WealthManagement TV.
27 Sep 2022
Redtail Blog Feature Graphic - Industry Updates
Our Clients Want Us to Text Them. Here’s How.
Category: FinTech Industry
In a Practice Management piece at ThinkAdvisor, Redtail co-founder and president of Orion Advisor Technology Brian McLaughlin outlines how to begin texting your client complian...
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).
29 Mar 2022
Passing CFP® Exam and Developing Good Communication Skills Should Be Prioritized by Aspiring Financial Advisors, Redtail Technology Survey Finds
Category: Press Release
For its fourth annual fintech industry survey, Redtail Technology (Redtail), the leading provider of client relationship management (CRM) solutions for financial services firms...
01 Mar 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s March 2022 newsletter
Category: Monthly Newsletter
Read our March newsletter for an interview with Redtail CEO Brian McLaughlin about Redtail Speak, advisor lessons from Zombieland, and more.
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...
09 Nov 2021
Redtail Blog Feature Graphic - Best Practices
Does your advisory firm have a Great Resignation backup plan?
Category: Best Practices
We're in the midst of the Great Resignation. Redtail CEO Brian McLaughlin discusses how CRM can help preserve institutional knowledge when a team member leaves.
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.
13 Sep 2021
laptop dog
Redtail CEO Brian McLaughlin guests on the Perfectly Integrated podcast with Matt Ackermann
Category: Culture
Redtail CEO Brian McLaughlin recently joined Matt Ackermann on the Perfectly Integrated podcast to discuss CRM, company culture, and more.