The Proust Questionnaire
Manish Khatta

by Christopher Norton | Aug 16, 2022 | Christopher, Podcasts

We’re joined by our CEO, Manish Khatta, for an unsurprisingly candid and uncensored conversation (thank you,...

Industry Gossip (E18)
Envestnet, Adhesion, Blackrock, and more

by Manish Khatta | Aug 12, 2022 | Christopher, Manish, Podcasts

Envestnet acquires 401kplans.com, Vestmark Sells Adhesion to Assetmark, Blackrock and Coinbase join forces, and...

Denver Retreat 2022
Art and Mini Golf

by Potomac | Aug 5, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts

Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go...

Denver Retreat 2022
Chopped

by Potomac | Jul 29, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts

Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just...

The OGs (E4)
Wholesalers and Innovation

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...

Build in Public (E13)
A Bathtub and a Lifted Truck

by Christopher Norton | Jul 8, 2022 | Christopher, Martina, Podcasts

We discuss our newest eyes-on-brand campaign in celebration of Bull Bear’s 20th anniversary, Bull Bear...