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CircleBlack
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Control Your Wealth. Live Your Life!
Control Your Wealth. Live Your Life!

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 #Millenials are more informed than boomers give them credit for, says our CEO, John Michel.

Read the article here: http://money.usnews.com/investing/articles/2016-01-04/educating-the-next-generation-of-investors

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Our CEO, John Michel, was featured in an Investment News article about the top advisor tech trends for 2016:

"Advisers are going to develop strategies to try and catch up to where everybody is today with, in particular, mobile and smartphones," Mr. Michel said. "If you think about what advisers do, a big part is communication about what is going on."

Check out the entire article here: http://www.investmentnews.com/article/20151230/FREE/151239990/5-adviser-tech-trends-that-will-define-2016

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2015-12-30
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