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


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