Articles tagged "CircleBlack"


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The loss of John Michel weighs across the RIA business -- a doer with a '1000-megawatt smile'

Only 62, the original Merrill Lynch fintechie breakaway modernized the advice business and led with his kind demeanor

July 9, 2020 — 1:38 AM

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal

March 30, 2018 — 8:39 PM

Jaws drop after Dale Brown Skypes keynote address to Laser App conference with the claim: 'We were fiduciary believers long before being a fiduciary was cool'

The FSI chief's comments lit up Twitter then T3's Joel Bruckenstein and cleverDome announced a cybersecurity consortium at the San Diego gathering

August 15, 2016 — 8:03 PM

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

June 23, 2016 — 6:19 PM

How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit

RIAs who comfort themselves with the thought that automated advice caters to their 'non-core' clients are in for a rude shock

December 15, 2014 — 4:53 AM

BloombergBlack rematerializes as CircleBlack minus Bloomberg

John Michel salvaged the lessons learned and momentum of a venture that was on a roll when its plug got pulled

July 15, 2014 — 5:19 PM
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