How the combination of TIFIN Risk + CircleBlack helps advisors drive fact-based financial wellness.
In this episode of TIFIN Risk LIVE, Sarah Rasmuss, Chief Product Officer at Circle Black, and Larry Shumbres, Co-Founder and Chief Revenue Officer at TIFIN Risk go through an overview of both platforms and how the combination can help advisors drive fact-based financial wellness. https://www.youtube.com/watch?v=OlAxthQIqj0
How Advisors can streamline their practice with State Street ETF Model Portfolios and TIFIN Risk
Click on the video below to watch the playback of our conversation with State Street. State Street Model Strategist Karlan Patel, CFA joined TIFIN Risk’s Co-Founder and CRO Larry Shumbres to demonstrate how State Street ETF Model Portfolios can be utilized on TIFIN Risk to streamline an advisor’s investment practice. https://www.youtube.com/watch?v=iEEg9E9eVSE