Drinks Well with Operations (E5)
Oops We Did It Again

by Jennifer Burton | Feb 11, 2022 | Jen, Kaitlyn, Podcasts

Ops is back with another episode of Drinks Well with Operations to discuss our newly launched Union user...

Who Charted? (E19)
Time for the Rest of the World to Shine?

by Dan Russo, CMT | Feb 7, 2022 | Dan, Podcasts

Dan Russo and Drew Wells highlight Quality Stocks relative to Microcaps, the Global Dow, Frontier Markets relative to ACWI EX-US, and...

(feat.)
Darol Ryan & Wayne Seaman

by Jeff Goodnow | Jan 27, 2022 | Jeff, Podcasts

We’re joined by Main Management’s Darol Ryan and Wayne Seaman to discuss embracing a team-oriented approach to best serve...

Who Charted? (E18)
Are We Washed-Out Yet?

by Dan Russo, CMT | Jan 24, 2022 | Dan, Podcasts

Dan Russo and Drew Wells highlight the CBOE Volatility Index, S&P 500, NASDAQ 100, AAII Data, Small Caps, and Commodities vs....

Industry Gossip (E12)
Facet Wealth, Skience, and more

by Manish Khatta | Jan 21, 2022 | Christopher, Manish, Podcasts

Facet Wealth secures $100 million, Skience and Incedo bring RIAs “one-stop-shop” solution, Advisers avoid vaccine mandates, and...

The OGs (E2)
Tiny Hands

by Manish Khatta | Jan 18, 2022 | Christopher, Jeff, Jen, Manish, Podcasts

The OGs sit down to discuss all we’ve accomplished in 2021, and more importantly, what each department has planned for the year...