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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..

In the rapidly evolving landscape of AI, the influence of large language models (LLMs) goes far beyond generating conversational responses. These models are increasingly...

By Brian Weiner, Family Office Resource Group Businesses spend billions of dollars on marketing each year to, in part, build and maintain authentic connections with...

Friends, voting for the election will be over soon...possibly.  Perhaps there will be a new president, perhaps not.  To say we (all) have election fatique would be an EXTREME understatement but we NEVER have digital wealth or AI fatique!  And to that end, we had an extremely busy news week...READ UP!

The industry continued to normalize, with unique traits defining its pivotal moments. Digital assets continued to have the innovation everyone is (now) accustomed to...

Friends, we want to thank everyone who made the big trip to Bozeman last week for the Big Sky AI Roundtable. Greg Woolf did a great write up of the conference for us below. Meanwhile, the industry news continues and you'll find it all here...READ UP!

Bitcoin-expanded integrations continued to push further within the DeFi space, cementing its industry lead. Regulatory oversight took a (temporary) back seat as politicians on...