Delivering Modern Wealth Management Services

Bill Hortz's picture

"The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack 

Disruptive Changes in Affluent Investors

Bill Hortz's picture

"We are seeing affluent investor expectations for advice shifting to a more financial wellness orientation, and advisor performance will likely be based on a broader client experience measurement." - David Thompson, Phoenix M

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