Accomplished investment technology strategist to head product management for CircleBlack’s “all-in-one, with choice” platform.
The Latest from CircleBlack
lt-admin
How RIAs Can Better Serve Millennial Clients
From the perspective of financial advisors, millennials represent a valuable client base. For one, as investors, many have great attitudes. Having navigated the 2008 Recession during their early adulthood years, millennials have adopted a generally positive and...
Financial Advisor Reading List: April 2023
Heading into Spring 2023, there’s a lot of talk about tough economic conditions ahead. Meanwhile, over the last few months, the United States has navigated a historic test to the integrity of its financial system — more specifically, the collapse of two regional...
Powerful Client Retention Strategies for RIAs
As a financial advisor, it can sometimes feel like you’re operating in a crowded space. In addition to competing with other RIAs for business, you’re also running your business in a landscape with automated and AI based options. Moreover, an increasing number of new...
TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform
CircleBlack, an all-in-one platform for relationship-focused advisors, and TradePMR, a technology and custodial services provider, announced today a new integration.
How RIAs Can Better Support Clients Through Bumpy Economic Times
These days, a lot of people are concerned — if not outright worried — about the state of their investments and the economy, overall. Understandably, there’s an atmosphere of stress in the United States. Financial advisors may be in a tough position, especially when...