by Christopher Norton | Sep 28, 2021 | Christopher, Martina, Podcasts
This summer we crossed two important milestones within about a week: $500M AUM/AUA and 100 episodes of the Conquer Risk...
by Christopher Norton | Sep 24, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial...
by Manish Khatta | Sep 21, 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!...
by Christopher Norton | Sep 14, 2021 | Christopher, Martina, Podcasts
The Profound Industry Maker and Player Awards were a smash, giving Financial Services awards the send-up they...
by Manish Khatta | Sep 3, 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!...
by Manish Khatta | Aug 31, 2021 | Christopher, Manish, Podcasts
Schwab takes a charge for robo-advisor, Dynasty hires digital and tech leads, Carson Group valued at $1B, and 2021...
