Established RIA
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...
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...
The Horrors That Haunt a Successful Financial Advisory Practice
Oct 27, 2023 | Blog Posts
Introduction: A Spooky Reflection As Halloween approaches, we decided to take a spooky look at the terrors that send shivers down the spine of even the most seasoned professionals. So, gather 'round, dear readers, as we light a candle, grab a cup of hot apple cider,...