The 6 Best Professional Associations for Advisors

July 26, 2022 |

We recommend joining a national organization with local chapters such as NAIFA, FPA, or AFP to start. Some of these local chapters in the larger organizations are pretty active: for example, FPA San Francisco and several other chapters organize FPA NorCal, which regularly has programming and speakers that rival the quality you’d find at a national conference.

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

July 07, 2022 | ,

Redi2 Technologies Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base

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In Their Voices: Patty Banks

July 05, 2022 |

Patty Banks, Redi2’s Director of Engineering for Revenue Manager, has worked for the company since 2018, but she has worked with members of her team for much longer. For example, she was recruited by David Ritchie, her current boss, with whom she has a decades-long work relationship.

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Best Conferences for RIAs to Attend

June 29, 2022 |

In the previous article, we explored the benefits of attending in-person conference events along with the various types of RIA conferences. In this article, we’ve gathered reviews from several sources to make our picks and we looked at speaker selection, venue, and overall execution. Armed with this information, you’ll be able to make the best choices to advance your RIA goals.

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TSAM London Interview with Dave Ritchie

June 24, 2022 |

Foxon Media recently caught up with Dave Ritchie, who leads Redi2’s Revenue Manager operations, while he was attending TSAM London. In his video interview below, Dave provides industry insight on evolving revenue management technology, and he discusses the main challenges and opportunities he is seeing for asset managers. Challenges include staffing shortages and remote work

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Which RIA Conference Is Right for Me?

June 08, 2022 |

With COVID lockdowns and restrictions now in the rear-view mirror, it’s time to get back to in-person events. While some conferences attempted to adapt by switching to a purely digital format during the pandemic, which was helpful, it just wasn’t the same. A recent survey of 1,000 conference participants around the US found that 70% prefer to attend conferences in person rather than virtually. The best networking usually happens in person since body language and subtle communication cues don’t come across as well over Zoom.  With any video conferencing software, interactions are planned and structured, removing the possibility of those chance encounters with other attendees that can bring real value to your business.