The Proust Questionnaire
Patrice Kelly

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...

Industry Gossip (E27)
InvestmentNews, Cetera, Pershing X, and more

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...

Industry Gossip (E26)
The Oracle, Envestnet, Nitrogen, and more

by Manish Khatta | May 26, 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...

What’s In A
Name?

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...

Industry Gossip (E25)
Skience, Altruist, Beetlejuice, and more

by Manish Khatta | Apr 28, 2023 | Christopher, Manish, Podcasts

Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and...

Google My
Business

by Potomac | Apr 4, 2023 | Christopher, Podcasts

Jordan and Christopher walk through Google My Business, showing you best practices to move up the rankings and start generating more traffic in your...