Blog Archives

Timeline Retirement Planning Software and Redtail Technology Announce Integration

1/28/2020

Timelineapp Tech Limited (Timeline) announced an integration that will enable advisors to seamlessly import client details, account holdings, and other important data from Redtail directly into Timeline.

Brown Miller Wealth Management Announces Status as Registered Investment Advisor

1/22/2020

Christopher W. Brown, CFP®, CIMA®, and partner David A. Miller, CFP®, today announced the launch of Brown Miller Wealth Management, a fee-only, Registered Investment Advisory firm (RIA) in the Washington, DC area. Brown and Miller had previously practiced as part of Wells Fargo Advisors.

Fidato Wealth Announces Two-Night Retirement Planning Course

1/15/2020

According to a recent survey by the Employee Benefits Research Institute (EBRI), only 27% of retirees feel that they have done a good job of preparing for retirement.

Snappy Kraken Reveals New Advisor Marketing Trends

1/8/2020

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has released a comprehensive analysis of investment advisor marketing trends based on more than 9.3 million data points gleaned from real marketing campaigns initiated over the past year.

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Brown Miller Wealth Management Announces Status as Registered Investment Advisor

Fidato Wealth Announces Two-Night Retirement Planning Course

Snappy Kraken Reveals New Advisor Marketing Trends

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