Many Registered Investment Advisors (RIAs) face challenges in accurately reporting investment performance to clients, particularly in differentiating between annualized and cumulative returns. Misunderstandings lead to client confusion, increased risk, misplaced expectations, and potential dissatisfaction with investment strategies. CircleBlack’s...
CircleBlack, an all-in-one platform for relationship-focused advisors, and TradePMR, a technology and custodial services provider, announced today a new integration.
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.