Blog | CircleBlack

How Financial Advisors Can Guide Clients Through Charitable Giving

Feb 27, 2023 | Guides

Over the last few years, charitable giving among Americans has increased, with 2020 setting a record due to the pandemic. As one Edward Jones study points out, people who donate do so for altruistic reasons — and that younger generations are looking to incorporate...

Princeton Financial Partners

Feb 21, 2023 | Customer Stories

Better Touchpoints with Clients

Choosing the Right All-in-One Financial Advisor Technology: 6 Evaluation Questions to Ask

Feb 16, 2023 | Blog Posts

As a financial advisor, one of the most effective ways to simplify and strengthen your business is through an all-in-one financial advisor platform. But choosing the right software can seem complicated given how many options are out there. How do you make sure that...

Financial Advisor Reading List: February 2023

Feb 13, 2023 | Blog Posts

Time flies! We’re already halfway through the shortest month of the year. From the rapid rise in artificial intelligence (AI) to layoffs in the tech sector, there’s a lot of interesting news that you may be coming across on mainstream media circuits. These themes...

Q&A: Behind the Scenes of the Investopedia 100 Awards

Jan 25, 2023 | Blog Posts

As you may have heard, Investopedia recently announced that their team is accepting applications for their annual 100 Top Financial Advisors of 2023 list. The form is now available for anyone interested in applying. Here at CircleBlack, we believe that the power of...

CircleBlack Appoints Robert Baxter as Chief Technology Officer

Jan 20, 2023 | Press

Veteran wealthtech executive to head technology development and operations as the organization continues to scale and deliver best-in-class solutions for client-centric financial advisors.