by Manish Khatta | Jun 15, 2021 | Jeff, Manish, Podcasts
From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers. So, we decided to commit an...
by Manish Khatta | Jun 11, 2021 | Christopher, Manish, Podcasts
The second quarter is coming to a close but the news is not slowing down. Grab your tea and join us as we rank what’s overrated and what’s underrated: Merrill Lynch ends cold calling Vise announces series C funding Altruist raises $50M from the likes of Vanguard...
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...
