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The best advisors add holistic value to their clients' lives, addressing both their personal and financial well-being. Creating that holistic value is a matter of starting with the right questions: “Why, how, and what.”

CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their investment solutions. The integration will allow advisors to better educate their clients about market realities, communicate risk ranges across accounts and adjust risk exposure efficiently.

CircleBlack has partnered with Robertson Stephens to serve as the firm’s digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party applications.

CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O'Brien and Claudine Martin to its management team..

By Greg Woolf, AI RegRisk Think Tank What happens to the economy when AI-powered machines begin replacing large portions of human cognitive work? Some analysts...

As we head into March 2026, the digital asset market is finding its footing at a volatile geopolitical crossroads, tightening global regulations, and a...

Let’s start the new year off right—with a bang.  Welcome to AI & Finance where we do have a big list of headlines to report—but that’s more a product...

Will people really trust artificial intelligence with their brains before they trust it with their nest-eggs?  The trust issue keeps coming up in conversations about...

DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy...

Forget about your leftovers.  There are plenty of fresh wealth management technology headlines to feast on this week. Below you’ll get hefty helpings of news from the philanthropic...