Will the Platform Rule the Investing Future? (Ep 1)

Welcome to the inaugural Conquer Risk podcast! This has been many months in the making as we continue our quest to distribute as much useful content as possible. Voice is the future and the future is voice!The podcast will be with Manish Khatta and Jeff Goodnow, with the occasional industry guest. We want to discuss all topics around investment management and the business of running an RIA firm.Many folks think long and hard to figure out what kind of content to release but we feel that the best content is just a matter of documenting your business journey. We will discuss everyday tasks like researching new technology, investment strategy R&D and the occasional rant. There is value in talking about the day to day tribulations of the fellow financial advisor. If you have any ideas, comments or suggestions please fire them our way. However, if you know either Manish or Jeff there won’t be a lack of things to “talk” about.During this episode we discuss:·     Our recent attendance at the Envestnet Summit in Austin, TX including our take on the current state of the UMA platform.·     Our recent blog post on the usefulness of the 200 day moving average.·     Random useless information.We hope you enjoy and follow us on this journey! Hosted on Acast. See acast.com/privacy for more information.