Privacy Notice

Last updated: March 24, 2022

This site may contain advertisements, video content, links to external sites, third-party content and original content. We are not responsible for the accuracy of any third-party content. We make no guarantees regarding third-party content. Any advertisement or promotion for a third-party service is not an endorsement by us for you to enter into any agreement with the relevant third party. We do provide investment advice. We do not guarantee the accuracy regarding any claim made by third parties as it relates to any investment. We are not a broker/dealer, and we are not a licensed entity with any securities regulatory agency. RIA Channel, LLC, Labworks, LLC and RIA Database are related entities, and they are not responsible for any loss, damage or expense related to the use of this website or its content.


You agree to indemnify and hold us, the Site, licensors and subcontractors harmless against all costs, claims, damages, liability and expenses we might incur by reason of a breach by you of these Terms. This indemnity shall extend (without limitation) to any losses which we may suffer as a result of the use by third parties of your user name and password.

This site uses cookies and other tracking technologies to assist with navigation, use, authority, accessing content, and website use practices. What are cookies? Cookies are small tracking files that are stored on your computer or mobile phone. They allow websites to store user habits and preferences. Some cookies are required for users to be able to log in to our sites. There are several ways you may register for any of our websites. For example, you may sign up for a demo, a webcast, subscribe to one of our newsletters, or events. When you register, we generate cookies that let us know whether you are signed in or not. Our servers use these cookies to track which account you are signed in with and if you are enabled with access to that service. While you are signed in to our sites, we combine information from your registration cookies with analytics cookies, which we could use to identify which pages you have seen on our sites.

Personal data received or transferred to our website is subject to the regulatory enforcement powers of the U.S. Federal Trade Commission. In certain situations, we may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements. We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, register on the website, respond to a survey, fill out a form, and in connection with other activities, events, services, features or resources we make available on our website. Users may be asked for, as appropriate, name, email address, phone number. Users may, however, visit our website anonymously.

We sell personal identification information to our sponsors. We may also share aggregated information regarding visitors and users with our business partners, trusted affiliates and advertisers. We may use third-party service providers to help us operate our business and the website or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those purposes provided that you have given us your permission. We may share your personal information with third parties to assist in providing products and services to you. These include website providers, Google Analytics, other website analytics providers, Marketo, email tracking service providers, cloud storage and cloud communication service providers and providers of other cloud software.

We may share your personal information with third in the event of a sale, merger, acquisition, partnership, joint venture, or negotiations related to the same with respect to all or part of our business. In some circumstances, we may be legally required to disclose your personal information.

We will retain your personal information for as long as is necessary and as permitted by applicable laws. 

We will always give you the opportunity to opt-out of future marketing communications.

Information on how to opt-out will be given when your personal information is collected and specified on every marketing or news alert email sent. If at any stage you would like to update or correct such personal information, or opt-out of future marketing communications, email us.

We always will enable you to exercise your rights as provided by data protection laws. Depending on the laws of the country where you live, you may have other rights in respect of your personal information. If you wish to exercise any legal right in respect of your personal information, please contact us. In some cases, we may be entitled to decline a request you have made regarding your personal information, in accordance with applicable laws. We will explain if that is the case. Otherwise, we will meet your request as promptly as we reasonably can. If you have requested that we stop sending you marketing messages, please note that you may still receive them for a short period while the request is processed.

We have the discretion to update this privacy policy at any time. If we make any change in how we use your personal information, we will notify you by email or by means of a notice on this website prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.

We collect information for our clients, if you are a customer of one of our Clients and would no longer like to be contacted by one of our Clients that use our service, please contact the client that you interact with directly. If you do not want to be tracked, do not visit our website. If you don’t want to receive emails from us, then opt-out of our emails or email: and/or with the subject line: REMOVE. If you want to change your preferences, call us at 704.540.2657. If you have a complaint, email us or call us directly. Labworks, LLC and RIA Channel, LLC are private, limited liability companies based in Charlotte, North Carolina and Wayne, Pennsylvania.