How the combination of TIFIN Risk + CircleBlack helps advisors drive fact-based financial wellness.
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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
![A Conversation with Swan Asset Management: What Investors Should Know About Hedged Equity](https://tifinwealth.com/wp-content/uploads/austin-distel-DfjJMVhwH_8-unsplash-1-scaled-1.jpg)
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