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Summary: For a third year, InvestmentNews is recognizing the innovative leaders of the financial advice industry who are shaping and transforming the profession.profession.
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Summary: The biggest drivers were double-digit scores above the index median on competence and character. Marcus, Venmo and Finn are digital-savvy brands that meet and often exceed customers’ expectations of their products and services, according to BrandCap.
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Summary: Advisors using Redtail Technology's client relationship management platform and Snappy Kraken's marketing technology will have access to a new integration unveiled today, Snappy Kraken announced. Advisors on the Snappy Kraken interface can now authenticate their Redtail account details, porting over contact and group information into the marketing platform.
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Summary: If you’re on Twitter, you probably already follow popular financial industry voices like Michael Kitces, April Rudin, or Josh Brown and the Ritholtz Wealth crew. But there are a lot of great people using social media to talk about wealth management and financial advice.
