by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn, Martina
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
by Christopher Norton | Jun 28, 2022 | Christopher, Podcasts
In our third Proust Questionnaire, we’re joined by The Rethink Group’s Performance, Strategy, and Decision Advisor, Denise...
by Manish Khatta | Jun 3, 2022 | Christopher, Manish, Podcasts
Morningstar buys a $30 million stake in SMartX, Orion acquires Townsquare Capital, TIFIN raised $109 million, and...
by Manish Khatta | May 31, 2022 | Christopher, Manish, Podcasts
In this episode of Featuring, Manish and Christopher are joined by CEO of Orion Advisor Solutions, Eric Clarke, to discuss the company’s rise, best in breed versus all in one, navigating integrations, and so much...
by Manish Khatta | May 3, 2022 | Christopher, Manish, Podcasts
Grab your favorite feathered headdress and join us as we spill what’s overrated and what’s underrated LIVE from fabulous Las...
by Christopher Norton | Apr 15, 2022 | Christopher, Manish, Podcasts
Onramp asks investors for $5m, Choir gains traction, Vise sees executive exodus, Envestnet is up for sale again, and...
