Kill Your
Darlings

by Christopher Norton | Nov 9, 2023 | Advisors, Christopher

Last month I had the pleasure of speaking at Potomac’s Remix Conference in Omaha, in front of roughly fifty advisors and about a dozen partners. I wouldn’t accuse it of being a planned talk, one of our guest speakers (through no fault of her own) wasn’t able to make...

Industry Gossip (E28)
Schwab, Goldman Sachs, SmartX and more

by Christopher Norton | Aug 4, 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...

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...