Industry Gossip (E21)
InvestmentNews, Elon Musk, Riskalyze, and More

by Manish Khatta | Nov 11, 2022 | Christopher, Manish, Podcasts

Investment News is for sale… again, Elon Musk takes control of Twitter, Riskalyze to rebrand, Bob Veres calls out industry awards, and...

Industry Gossip (E20)
Kim Kardashian, Cash, Fractional Work, and More

by Manish Khatta | Oct 7, 2022 | Christopher, Manish, Podcasts

Kim Kardashian settles for $1.26 million, RIAs drowning cash managers with ‘silly’ inflows, DPL grows investor base 8x, and...

Industry Gossip (E19)
AdviceTech Live, Altruist, TDFs, and more

by Manish Khatta | Sep 9, 2022 | Christopher, Manish, Podcasts

AdviceTech Live is happening again, Citigroup and Genworth face lawsuits, Altruist adds Potomac tactical model strategies, and...

Pros and Cons of
Index Funds

by Manish Khatta | Sep 1, 2022 | Investment Management, Manish

If you’ve been around the financial markets for any length of time, I’m sure you’ve heard the term “index fund.” Index funds are everywhere in modern portfolios, and while many investors have been told they should invest in them, not many understand why they may or...

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...