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02 Dec 2020
Redtail newsletter
Read Redtail’s December 2020 newsletter here
Category: Monthly Newsletter
Check out Redtail's latest newsletter for our survey results, holiday resources, upcoming webinars, and helpful practice management tips.
18 Nov 2020
Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared to Work from Home
Category: Press Release
Despite rarely working from home in 2019, technology advancements set advisors up for success as COVID-19 stay-at-home orders were enacted earlier this year
28 Nov 2018
Redtail Technology Survey Reveals Financial Advisory Firms Are More Tech Empowered Than Industry Thinks
Category: Press Release
“Gen Tech” survey uncovers generational trends among wealth management firms regarding use of technology, client communication and succession planning.
06 Nov 2018
redtail gen tech 2018 survey results infographic
Redtail’s 2018 Gen Tech Survey
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solut...
06 Nov 2018
redtail gen tech 2018 survey results infographic
Executive Summary For Redtail’s 2018 Gen Tech Survey Results
Category: Survey
In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solut...