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Redtail Technology > News >
15 Sep 2020
Industry Updates header
Is working from home the new normal?
Category: FinTech Industry
How has the financial services industry weathered working from home over the past six months and how will this impact operations moving forward?
11 Sep 2020
Wealthies 2020 Winner
Redtail is a 2020 Wealthies Awards Winner!
Category: Awards/Recognition
We are thrilled and honored to be named the Winner in WealthManagement.com's 2020 Industry Awards in the Technology Providers: CRM category, sp...
24 Jun 2020
Industry Updates header
Fintechs zero in on Reg BI as deadline looms
Category: FinTech Industry
Redtail's Director of Sales David Mehlhorn shares information about what Redtail has put in place to assist advisors with Reg BI compliance.
12 May 2020
Some good news with Investment News
InvestmentNews and Redtail are teaming up to share Good News from the advisor community
Category: Culture
Redtail's Director of Sales David Mehlhorn talks about the importance of sharing good advisor news in a new campaign with InvestmentNews.
08 Apr 2020
Best Practices header
Steadiness stands out in times of disruption
Category: Best Practices
Redtail's Director of Sales David Mehlhorn shares his thoughts on how advisors might approach dealing with disruptions such as COVID-19.