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Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.

- Advisor Proposal Generator
- Advisor Proposals
- CRM
FTJ FundChoice Integrates with Redtail Technology via AdvisoryWorld to Optimize Proposal Generation and Client On-Boarding

Lead and Proposal Generation Activities Completed on FTJ FundChoice’s Technology Platform Now Connected with Redtail CRM HEBRON, Ky., May 30, 2018 (GLOBE NEWSWIRE) — FTJ FundChoice, a national turnkey asset management firm with over $10B …
- 401k
- avoiding mistakes
- client relationships
A Potential Crisis Lurking in the Coming Generational Wealth Transfer

by Ryan W. Smith There will be a moment within the next few years where wealth transferences between generations will reach its zenith. Opportunities for financial advisors will almost never be better, with more clients …
- 401k
- avoiding mistakes
- client relationships
If Millennials will be the solution to the advisor crisis, how will that begin?

The Millennial generation first heard themselves referred to as Generation Y when they were children only to have the name changed by the time they grew older. It turns out that many appear to resent …
- 401k
- avoiding mistakes
- client relationships
Is there a consensus on how to deal with the looming advisor crisis?

There are many researchers, companies and industry groups looking at the collision course of the declining numbers of advisors and huge increase in the amount of potential business and asking that same question: Will there …
- 401k
- avoiding mistakes
- client relationships
Is there a crisis lurking inside the largest generational wealth transfer in history?

There will be a moment within the next few years where wealth transference between generations will reach its zenith. Opportunities for financial advisors will almost never be better, with more clients and available assets-under-management (AUM) …
- avoiding mistakes
- client relationships
- Disagreements
Love, Money and Happiness

by Ryan W. Smith Nearly all married couples argue about finances from time to time. In years past, disagreements about finances were cited in many studies as a primary reason for divorce. However, in recent …
- avoiding mistakes
- client relationships
- Disagreements
What are some of the financial habits of the happiest couples?

According to a recent report from Ameriprise Financial, finances are no longer a deal-breaker for many American couples with over three-quarters, 77%, of couples reporting they are on the “same page” with their finances. One …
- avoiding mistakes
- client relationships
- Disagreements
How can couples improve communications about finances?

According to a recent report from Ameriprise Financial, finances are no longer a deal-breaker for many American couples with over three-quarters, 77%, of couples reporting they are on the “same page” with their finances. Not …
- avoiding mistakes
- client relationships
- Disagreements
What causes financial disagreements between partners?

According to a recent report from Ameriprise Financial, finances are no longer a deal-breaker for many American couples with over three-quarters, 77%, of couples reporting they are on the “same page” with their finances. Most …