• Riskalyze appointed Brian McLaughlin CEO of Redtail Technology to its board of directors.
  • DriveWealth retained BackBay Communications as agency of record.
  • AdvicePay partnered with Envestnet | MoneyGuide to help financial advisors collect B2B payments.
  • Advisor360 announced four new hires.
  • Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper, an automated goals-based savings solution.
  • Ellevest shifted its focus to promote racial justice and address economic inequities.
  • Insigneo partners with Skience to build a platform.
  • LPL Financial added financial planning for teachers and college educators to its broker/dealer and corporate RIA platforms.
  • Creative Planning announced an acquisition of Thun Financial Advisors.


Riskalyze announced the appointment of Redtail Technology CEO Brian McLaughlin to its board of directors, effective immediately. McLaughlin co-founded Redtail, a provider of cloud-based customer relationship management software serving 40,000 financial advisory firms and more than 120,000 users across the country. He has served in the dual role of CEO and chief technology officer since Redtail’s founding in 2003.

DriveWealth, a U.S.-based provider in global digital trading technology, retained BackBay Communications, an integrated financial-services public relations, content development, and digital marketing agency, as agency of record.

Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide, the financial planning software, to help financial advisors collect B2B payments faster. Advisors using MoneyGuide will now have access to AdvicePay.

WealthTech software company Advisor360 announced four new hires: Meredith Crouse as senior vice president, chief people officer, Doug Wood as senior vice president, customer success and operations, Gilad Sade as vice president, engineering development and John Considine as vice president, solutions architect.

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