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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..

Flat, as a pancake VC deals are not going up or down—they are essentially flat 'as a pancake' month over month. Even...

Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...

Industry maturity (a rare occurrence) unfolded with the sector getting into gear. Institutional players dictated the pace of events. Only time will tell how far...

Yes, crypto is a movement. But, the kinks are the issue. They have always been. Innovation comes with the turf, though. This will continue...