by Christopher Norton | Jul 25, 2023 | Jeff, Manish, Podcasts
Manish and Jeff talk through the company’s continued rapid growth, changes to our staff, plans for the future, and failed projects left...
by Christopher Norton | Jun 27, 2023 | Christopher, Podcasts
We’re joined by Founder and CEO of Altruist, Jason Wenk, to explore the questions nobody else in the industry is bothering to...
by Christopher Norton | Jun 16, 2023 | Christopher, Manish, Podcasts
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and...
by Christopher Norton | Jun 15, 2023 | Advisors
It’s December 2019, The Conquer Risk Podcast is in its first season, and we decide to produce the episode “Gear Up” to show off how we make the show. (If you want to up our view count from thirty, please go watch.) Here’s the thing: we don’t use any of what we...
by Christopher Norton | May 11, 2023 | Advisors, Christopher
If you were at the Jolt! marketing conference, on social media, or in any way plugged into the wider wealth tech industry in the past two weeks, you’d have been hard-pressed to escape the word “rebrand.” It’s been a hot topic of discussion (debate), and for good...
