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The Proust Questionnaire Patrice Kelly

The Proust Questionnaire
Patrice Kelly

by Christopher Norton | Jun 27, 2023 | Christopher, Podcasts

We’re joined by Founder and CEO of Altruist, Jason Wenk, to explore the questions nobody else in the industry is bothering to...
Industry Gossip (E27) InvestmentNews, Cetera, Pershing X, and more

Industry Gossip (E27)
InvestmentNews, Cetera, Pershing X, and more

by Christopher Norton | Jun 16, 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...
Who Charted? (E43)  Top Heavy? No One Cares!

Who Charted? (E43)
Top Heavy? No One Cares!

by Dan Russo, CMT | Jun 9, 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...
Industry Gossip (E26) The Oracle, Envestnet, Nitrogen, and more

Industry Gossip (E26)
The Oracle, Envestnet, Nitrogen, and more

by Manish Khatta | May 26, 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...
Who Charted? (E42) It’s All Relative

Who Charted? (E42)
It’s All Relative

by Dan Russo, CMT | May 12, 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...
Industry Gossip (E25) Skience, Altruist, Beetlejuice, and more

Industry Gossip (E25)
Skience, Altruist, Beetlejuice, and more

by Manish Khatta | Apr 28, 2023 | Christopher, Manish, Podcasts

Altruist acquires award-winning SSG custodial platform, an executive shake-up at Skience, Snappy Kraken’s new collaboration, and...
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