First Impressions of Redtail’s CRM Offering
Now that I've talked to an actual person at Redtail, I've been impressed with its CRM offering for advisors.
Retirement Plan Participants Need You — Now!
The same advisors who will fight tooth-and-nail for a 401(k) rollover have no advice for the existing company 401(k) plan. You can change that.
Hearsay Social, American College to Roll Out Social Media Classes for FAs
The venture aims to help advisors reach younger clients via tools like LinkedIn, Twitter and Facebook.
Alleged Flash-Trading Mastermind Lived With Parents, Couldn’t Drive
Nav Sarao is accused of helping to wipe $1 trillion off the financial markets in 2010; he is now in a U.K. prison.
Capital One Brings Human Advisors to Its Digital Platform
Capital One Investing unites ShareBuilder’s do-it-yourself digital platform with experienced financial advisors.
My Morningstar Workstation and Redtail CMS Experiences
I'm impressed with Morningstar's interest in getting feedback on Advisor Workstation, but I wish dog-friendly Redtail had been a little more advisor friendly.
Securities America Hosts National Conference, Women’s Summit
The indie broker-dealer also says its reps can begin using a mobile-check deposit app.
Big Asset Managers Slow to Adopt Social Media
Only 49% of the largest U.S. institutional asset managers actively use one or more social media platforms, according to a study released Wednesday.
4 Must-Ask Questions for Advisors' E-Signature Providers
E-signatures offer many benefits to advisors, their partners and their clients—but choose your vendor wisely.
SEC: Intrastate Crowdfunding Rules Predate Internet, Need an Update
The SEC wants to modernize the rules that govern state-based crowdfunding in order to make intrastate offerings easier, Chairwoman White says.