RIA Technology

There's an App for That

With more than 1 million apps in the Apple App Store and an equally staggering number of applications on the Android market, it’s...

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ETF Trading Options that Fit Your Needs

Advisors are using exchange-traded funds (ETFs) more than ever. RIAs’ use of ETFs rose 27% annually over the past five years,...

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Tips for Increasing CRM User Adoption from Redtail

Author: Brian McLaughlin, CEO/CTO of Redtail Technology

Whatever CRM system you may use, user adoption is one of the biggest challenges facing any organization. Brian McLaughlin, CEO/CTO of Retail Technology, provides some insight into how...

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TCA Technology and Six Sigma Expertise Improves Advisor Efficiency

As an RIA, it’s easy to get slowed down by inefficient trading and back office details. What’s more difficult is to determine how to eliminate those inefficiencies in order to deliver greater value to clients and maximize returns to the bottom line.

That’s a problem Mike Lover loves to...

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