By Sarah Rasmuss, Chief Product Officer for CircleBlack There are hundreds of technology offerings in the advisor tech ecosystem geared to help advisors streamline their workflows and have more time for revenue-generating activities. While most tech claims to be...
By Sarah Rasmuss, Chief Product Officer for CircleBlack Financial technology product roadmaps are changing to keep up with the demand for advancing technologies. Throughout this three-part series, we’ve examined two of the trends driving FinTech in 2022 and beyond....
By Sarah Rasmuss, Chief Product Officer for CircleBlack Last week in Part 1 of this three-part series, we examined how the public demands digital experiences in their everyday lives—including their financial lives. This new demand, primarily driven by the pandemic,...
By Sarah Rasmuss, Chief Product Officer for CircleBlack The wealth management industry continues to evolve, requiring financial technology to advance with it. Over the past year and a half, thanks partly to the pandemic, FinTech company product roadmaps have...
By Sarah Rasmuss, Chief Product Officer, CircleBlack Moving from being a captive advisor to an independent Registered Investment Adviser is exciting but can also be complex. One of the most critical steps to complete while registering your new firm with form ADV is...
