Industry Gossip (E9)
O’Shaughnessy, AssetMark, FiComm and more

by Manish Khatta | Oct 1, 2021 | Christopher, Manish, Podcasts

AssetMark creates SMA Mini-market, 2022 Market Outlook pay-for-play, Franklin Templeton buy O’Shaughnessy Asset Management, and...

Build in Public (E7)
The 500/100 Club

by Christopher Norton | Sep 28, 2021 | Christopher, Martina, Podcasts

This summer we crossed two important milestones within about a week: $500M AUM/AUA and 100 episodes of the Conquer Risk...

Potomac Couch (E5)
The One with Our Spouses

by Christopher Norton | Sep 24, 2021 | Christopher, Jeff, Jen, Manish, Podcasts

The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial...

Build in Public (E6)
Award Season

by Christopher Norton | Sep 14, 2021 | Christopher, Martina, Podcasts

The Profound Industry Maker and Player Awards were a smash, giving Financial Services awards the send-up they...

Industry Gossip (E8)
Texting, Riskalyze, Fall Events and more

by Manish Khatta | Aug 31, 2021 | Christopher, Manish, Podcasts

Schwab takes a charge for robo-advisor, Dynasty hires digital and tech leads, Carson Group valued at $1B, and 2021...

Industry Gossip (E7)
Carson Group, Dynasty, Schwab, and more

by Manish Khatta | Aug 2, 2021 | Christopher, Manish, Podcasts

It’s almost back to school, but we’re not done with summer news just yet. Grab another (iced) tea and join us as we rank what’s overrated and what’s underrated: AssetMark Closes on the Acquisition of Voyant (globalnewswire.com) Schwab Taking $200 Million Charge for...