by Manish Khatta | Sep 9, 2022 | Christopher, Manish, Podcasts
AdviceTech Live is happening again, Citigroup and Genworth face lawsuits, Altruist adds Potomac tactical model strategies, and...
by Manish Khatta | Sep 1, 2022 | Investment Management, Manish
If you’ve been around the financial markets for any length of time, I’m sure you’ve heard the term “index fund.” Index funds are everywhere in modern portfolios, and while many investors have been told they should invest in them, not many understand why they may or...
by Manish Khatta | Aug 12, 2022 | Christopher, Manish, Podcasts
Envestnet acquires 401kplans.com, Vestmark Sells Adhesion to Assetmark, Blackrock and Coinbase join forces, and...
by Manish Khatta | Jul 19, 2022 | Christopher, Jeff, Jen, Manish, Podcasts
From building tech to hiring four wholesalers (yes, we know…) and a project manager, this next quarter looks to be a busy...
by Manish Khatta | Jun 14, 2022 | Manish, Podcasts
Manish is joined by Robert Sofia and Michael Baker for a candid conversation on video, work-life balance, self awareness, and...
