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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.

Zhong Huang
In Their Voices: Zhong Huang

May 31, 2022 |

Zhong Huang, a Senior Lead Engineer, has worked at Redi2 for more than six years. He has been part of the continuous evolution of the BillFin product serving financial advisors.

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Protect Your RIA’s Assets with Insurance

May 10, 2022 |

In this article we discuss some of the different insurance options that are important for RIAs to hold and what each one covers. We recommend that all new RIAs seek insurance as soon as possible, including errors and omissions, workman’s compensation, and health insurance.

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Our Salute to Earth Day

April 22, 2022 |

This year, in honor of Earth Day, we turned Redi2’s CEO Seth Johnson loose with a camera in his home state of Utah. This short clip shows off the spectacular beauty that surrounds all of us and it serves as a reminder of just how important it is to take steps—both large and small—to protect our planet. Happy Earth Day!

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Choosing a Custodian

April 14, 2022 |

Choosing a custodian is one of the most important decisions you will make as a newly independent RIA. These tips above should help you select the best custodian for your firm’s needs. And once this is done, you’re ready to start managing your client’s accounts, and there are only a few other housekeeping duties to perform, which we’ll cover over the next few months.