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Timeline Retirement Planning Software and Redtail Technology Announce Integration

1/28/2020

 
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​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. 
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Brown Miller Wealth Management Announces Status as Registered Investment Advisor

1/22/2020

 
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​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. 
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Fidato Wealth Announces Two-Night Retirement Planning Course

1/15/2020

 
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​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.
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Snappy Kraken Reveals New Advisor Marketing Trends

1/8/2020

 
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​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. 
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