My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.
Asset Managers: Want to Win Advisors’ Business? Show Them Your App
Advisors exposed to asset managers’ mobile apps, websites and webinars were more likely to consider working with those firms, a Cogent report found.
Luring Millennials Is a Waste, Take 2: Serving the Children of Clients Makes Sense
It seems pretty clear that millennial clients are not going to fit into the AUM fee business model of many independent advisors. However...
House Introduces Internet Sales Tax Bill
NAREIT’s president and CEO says House bill "would create a more level playing field on which all retailers may compete."
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.