From InvestmentNews
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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.
From InvestmentNews
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From ThinkAdvisor
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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.
From WealthManagement.com
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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.
From InvestmentNews
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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.
