by Manish Khatta | Feb 15, 2024 | Advisors, Investment Management, Manish
No one likes to change systems. Payroll, marketing, operations, etc., no matter what it is and no matter what you were promised, it is going to be a miserable experience. Like, fall in the mud and get kicked in the head with an iron boot. But–if you don’t ask...
by Manish Khatta | Feb 6, 2024 | Advisors, Investment Management, Manish
On 12/31/2019 our firm has approximately $140 million of AUM/AUA. 4 years later… 12/31/2023 our firm has approximately $1.4 billion of AUM/AUA. Yes, you read that right. We 10x’d the business in four years. The product has been around for a long time. In fact, the...
by Dan Russo, CMT | Sep 1, 2023 | Dan, Manish, Podcasts
S&P 500 Index Seasonality Chart, ACWX vs. ACWI, Copper vs. Gold, S&P 500 Growth vs. S&P 500 Value, and...
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...
by Christopher Norton | Jul 25, 2023 | Jeff, Manish, Podcasts
Manish and Jeff talk through the company’s continued rapid growth, changes to our staff, plans for the future, and failed projects left...
by Dan Russo, CMT | Jul 21, 2023 | Dan, Manish, Podcasts
S&P 500 Index Seasonality Chart, ACWX vs. ACWI, Copper vs. Gold, S&P 500 Growth vs. S&P 500 Value, and...
