by Manish Khatta | Mar 8, 2021 | Podcasts
Last Friday the SEC approved the new RIA Testimonial rule, which will go into effect May 4th of this year. What does this mean for Advisors? Is there a genuine opportunity here, or is it all flash? We discuss: Types of Testimonials How it could be used in your...
by Manish Khatta | Mar 5, 2021 | Christopher, Jeff, Jen, Kaitlyn, Podcasts
Ever wish you read more? We did, so we started a book club. This series from the Conquer Risk Podcast will feature the full Potomac team, as we explore stories (we hope) will make us better at what we do. In our inaugural episode, we share our takeaways from...
by Manish Khatta | Feb 23, 2021 | News
Key Points Software Gaps to the Downside, Giving Up a Leadership Position NASDAQ 100’s Relative Trend Turns Lower Small Caps are Still in the Range, But the Relative Trend is Improving 10-Year Note is Now Oversold Sentiment is Not as Fearful This Week Chart in Focus...
by Manish Khatta | Feb 16, 2021 | Podcasts
Reddit, Robinhood and the rise of meme stocks have brought investments into the news in new ways. With that, have come renewed questions on how custodians make money. While some utilize ticket charges or custody fees, others claim to be free. Since nothing is ever...
by Manish Khatta | Feb 12, 2021 | Christopher, Manish, Podcasts
Welcome to a new series from the Conquer Risk Podcast. There is so much news flying around, we barely have time to process it all. What’s overrated? What’s underrated? We rank: TD Ameritrade Customer Service SEC Advisor Testimonial Rule Vise Recent Round of Funding...
