A great article on how #financialadvisors can personalize the client experience. thinkadvisor.com/2023/01/06/how… #fintech #advisortech #ria #wealthtech

As Roth conversions continue to be a popular strategy - not just for a single year, but systematically over multiple years to fill low-income buckets - more tools coming out to help model it... "FP Alpha releases 2nd Gen Roth Conversion tool" t3technologyhub.com/fp-alpha-relea…

circleblack.com/the-art-of-nav… #advisortech #investmentadvisor #wealthadvisor

CircleBlack’s CEO & president, Lincoln Ross, spoke Russ Alan Prince on how wealth managers can use #technology to drive growth, why the client-focused experience is so critical and much more, in the latest FA Magazine Q&A: bit.ly/3Y9nPqZ #fintech #advisortech

In Lincoln Ross’ @investmentnewse article, he discusses the importance of #financialadvisors developing relationships with the next generation of investors by utilizing today’s #technology. Check out his full piece below: bit.ly/3k0iROF #fintech #advisortech

See our President & CEO on Nasdaq TradeTalks

How Financial Advisors Can Guide Clients Through Charitable Giving #advisortech #wealthtech #fintech #ria #financialadvisor circleblack.com/how-financial-…

As an RIA, you should be asking your clients and prospects these questions... #fintech #advisortech #wealthtech circleblack.com/ask-these-5-il…

We are pleased to see our blog featured in Advisorpedia , where we highlight the benefits of #charitablegiving for both the #advisor and client and how it has a full-circle effect. Check it out down below: bit.ly/3YCYzsA

Check out our latest blog mentioned in Advisorpedia , where we share our tips on how #financialadvisors can ease discussions on #estateplanning for #investors and their families. Full article can be found below: bit.ly/3ner2rH

How #RIAs can better support clients through bumpy economic times #fintech #advisortech #wealthtech circleblack.com/how-rias-can-b…

Six Ways To Make Your Solution Stand Out Above the Rest ow.ly/RSeE50Nv9wM #business

👋 We're joining CircleBlack for a live webinar that will show a live demo of our integration. Join us on Tues 4/25 at 2pm ET 👉 bit.ly/3K3cQti

How RIA's can better serve Millennial clients. Are you ready for the greatest transfer of wealth in history? circleblack.com/how-rias-can-b… #ria #fintech #wealthtech #advisortech

For all the discussion of generational wealth transfer, it's very concentrated... HNW individuals make up only 1.5% of households, but constitute 42% of expected transfers through 2045. "The Greatest Wealth Transfer in History Is Here" nytimes.com/2023/05/14/bus…

One common sales tactic for advisors is to offer free (or low-cost) financial plans, but are they a waste of time (and effort)? @MeghaanL shares the psychology of why it can, how to identify the right prospects, and increase conversions. bit.ly/43UUWRV #advicers

While most of the SEC's Codes Of Ethics requirements are relatively straightforward, there are detailed nuances that IAR advisers must be familiar with to enforce their own codes of ethics. by Chris Stanley bit.ly/3PnnrU7 #advicers bit.ly/3pdENZc

Articles on wellbeing in this week's weekend reading: - Why tracking employee wellbeing metrics could be good - How vacations can improve wellbeing & work performance - Key wellness trends that firms can consider implementing  bit.ly/43vQad7 #advicers

It’s critical for RIA's to deliver simple, accurate, easy to understand invoices & collect fees. CircleBlack is here to help – our all-in-one platform includes professional looking invoicing and billing capabilities that simplify the fee calculation and collection process.

Volunteering can be key to a happy retirement, why aren't more people doing it? Advisors working with clients who are looking for a stronger sense of purpose in retirement could offer volunteering as an option. Richard Eisenberg MarketWatch bit.ly/46gAQTV #advicers