by Manish Khatta | Jun 8, 2021 | Dan, Manish, Podcasts
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope you enjoy and follow us on this journey! Subscribe...
by Manish Khatta | Jun 1, 2021 | Manish, Podcasts
We often get questions from advisors regarding Risk Scoring, proposals, benchmarks, etc., and it’s certainly been in the news a lot lately. Like many things in our industry (and life) there are no silver bullets or perfect answers, but what we do have? Experience....
by Manish Khatta | May 25, 2021 | Dan, Manish, Podcasts
We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT are giving you six charts… in six minutes. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope you enjoy and follow us on this journey! Subscribe...
by Manish Khatta | May 18, 2021 | Jeff, Manish, Podcasts
It defies logic to think telling anyone who will listen to the exact details of what you do as a business would be the successful choice. We’ve taken a different approach. Here is why, how, and the results from this journey. Investment Process Value Add...
by Manish Khatta | May 14, 2021 | Christopher, Manish, Podcasts
We’re back, and boy has it been a messy week. Grab your tea and join us as we rank what’s overrated and what’s underrated: Riskalyze goes off on Hidden Levers Axos scoops up E*TRADES RIA Custody Business Berkshire Boys on Bitcoin InvestCloud acquires Advicent /...
by Manish Khatta | May 11, 2021 | Jeff, Manish, Podcasts
There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs. Backstory How this can be done Potential...
