Building a Modern Retirement Plan Offering

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"Perspective is all-important. As a technologist and problem solver, I bring a novel approach to retirement plans."  Aaron Schumm, Vestwell

Delivering Modern Wealth Management Services

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"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 

Outsourcing Compliance & FINOPS – Weighing Risks & Benefits

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"It is often easy to overlook the risks of keeping everything internal and firms can miss the many benefits built into strategically choosing the outsourcing route." Ernie Kappotis, Intersource Consulting Group

New Services to Support Mutual Fund Distribution

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"Mutual funds still represent the majority of investor assets and managers are often surprised by the low AUM required for a fund to breakeven.Kevin Guerette, Ultimus Fund Solutions

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