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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..

Warming up After a three-year lull, 2025 shows signs of gaining momentum for deal activity. There's a stockpile of cash (from VCs...

The industry didn't (actually) go on holiday, as competition and partnerships continued to hold sway. Innovation is set to thrive. Headlines to take note of: ...

Friends, We hope you all had a great holiday season and are queued up for an amazing 2025!  This week we continue our retrospectives of 2024 with another nod at the trends we'll see in the New Year. READ UP & HAPPY NEW YEAR TO YOU AND YOURS!!

Decentralized Diaries for the Year of 2024 (Part 2) What portends for the crypto industry in 2025? Everything is topsy-turvy right now, but it will be...

Friends, December used to be a slow news month, but that trend seems obsolete in 2024.  We have major industry news (again) for you this week, all synopsized below, plus a wish list for Santa of new wealthtech in 2025. READ UP!!

The holidays are with us again and the industry shifted to accommodate user's needs as the year winds down and 2025 product launches come...