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Redtail Technology > News > Morningstar

Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE

Category: Press Release

Asset-Map today announced AdviceTech.LIVE, a virtual event where top financial tech execs will speak on a wide range of forward-thinking topics and ideas.

Industry Updates header

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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.

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Highlights from “The Path to Independence: How to Build Your Technology Stack” webinar

Category: FinTech Industry

Executives from the companies involved got together to discuss starting an RIA firm during uncertain times.

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The Path to Independence Promotion

Category: FinTech Industry

We are excited to announce that we have teamed up with our friends at RIA in a Box, Riskalyze, and Morningstar to extend support to new registered investment advisors (RIAs) du...

RIA in a Box Joins with Morningstar, Redtail, and Riskalyze to Provide New RIAs Free Access to Top Industry Technologies Upon Registration

Category: Press Release

Compliance software leader unites financial services powerhouses like Redtail to support advisors during COVID-19 through The Path to Independence Promotion.