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Redtail Technology > News >
28 Jul 2020
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...
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.
16 Jun 2020
Industry Updates header
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.
05 Jun 2020
Industry Updates header
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 registe...
02 Jun 2020
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 Independe...
01 May 2020
Industry Updates header
Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations
Category: FinTech Industry
The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they wer...
13 Apr 2020
Industry Updates header
CEO Roundtable 2.0 – Learn Remote Work Principles and Tactics from Top WealthTech CEOs
Category: FinTech Industry
After the great response to the CEO Roundtable on April 2, we were all excited to hear more executive insights on remote work in CEO Roundtable...
09 Apr 2020
Industry Updates header
CEO Roundtable: Leading Through Change in The Age of COVID-19
Category: FinTech Industry
Six industry leaders, including Redtail CEO Brian McLaughlin, joined each other via Zoom on April 2 to talk about remote working, change manage...
27 Jan 2020
Brian and Aaron
An Intimate Conversation With Riskalyze And Redtail CEOs
Category: Integrations
We hope you'll enjoy this intimate conversation between Aaron Klein, Riskalyze's CEO, and Brian McLaughlin, Redtail's CEO.