The end of the year is upon us, and folks are looking ahead to what’s happening in 2024. It will be an exciting year for financial advisors, with potential rate cuts leading to economic growth and a national election on the horizon. Here are some of the top stories...
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Charlie Munger – In His Own Words
Dec 6, 2023 | Blog Posts
Somebody once asked Warren Buffet what he considered his best investment decision. His reply - “Recruiting Charlie.” The sixty-year-long friendship and later partnership between Charlie Munger and Warren Buffet turned a New England textile company into one of the...
Guide to CircleBlack’s Integration Ecosystem
Nov 28, 2023 | Guides
CircleBlack, the all-in-one with choice wealth management platform, has a broad set of wealthtech in different categories that you can choose from. Below is a summary of the best-in-class tools you can integrate with CircleBlack for CRM, Financial Planning, Risk, and...
Financial Advisor Reading List: November 2023
Nov 20, 2023 | Blog Posts
Thanksgiving is almost here! As we all look forward to taking some time off, visiting family, and eating way too much, here are some must-read content and ideas your clients will thank you for sharing. Something to keep us company while traveling and/or taking up...
Setting Your Launch Trajectory – Tips for Beginning a Financial Advisory Career
Nov 15, 2023 | Blog Posts
For those of you who have recently begun your career as a financial advisor, you're likely feeling pressured to get off on the right foot and set yourself up as best you can for future success. In this blog, we'll look at the best advice seasoned professionals might...
How San Blas Securities Delivers Caring and Approachable Service
Nov 3, 2023 | Customer Stories
In the last ten years, the financial world has accelerated its adoption of digital experiences and reliance on technology solutions, such as robo-advisors, which are now commonplace in the wealth management industry. For Ben Treece, a registered investment...