The Proust Questionnaire
Kian Salehizadeh

by Christopher Norton | Mar 25, 2022 | Christopher, Podcasts

In the second installment of our Proust Questionnaire series, we’re joined by Vice President of LPL Financing, Kian...

Industry Gossip (E14)
Onramp, Choir, Vise, and more

by Manish Khatta | Mar 18, 2022 | Christopher, Manish, Podcasts

Onramp asks investors for $5m, Choir gains traction, Vise sees executive exodus, Envestnet is up for sale again, and...

Shifting
Gears

by Christopher Norton | Mar 17, 2022 | Advisors, Christopher

The following was originally posted on February 27th as a Twitter thread. These stream-of-conscience type threads can provide immediate perspective from our team, in an environment for constructive feedback. However, as we are trying to teach our CMO, some things do,...

Build in Public (E11)
Tone Deaf

by Christopher Norton | Mar 11, 2022 | Christopher, Podcasts

We decided to pivot on social media, putting a pause on the silly, ridiculous content that differentiates us from the rest of the...

Industry Gossip (E13)
Orion, Wealthfront, Research by Potomac, and more

by Manish Khatta | Feb 18, 2022 | Christopher, Manish, Podcasts

Noreen Beaman steps down, Potomac’s new toolkit for financial advisors, UBS to buy Wealthfront, AssetMark’s new marketing platform, and...

Industry Gossip (E12)
Facet Wealth, Skience, and more

by Manish Khatta | Jan 21, 2022 | Christopher, Manish, Podcasts

Facet Wealth secures $100 million, Skience and Incedo bring RIAs “one-stop-shop” solution, Advisers avoid vaccine mandates, and...