Our lot in life is not to have salon quality hair and read the news. So rather than simply report, we offer our genuine and unfiltered thoughts on current events in the financial advisory world, including:

  • Baron Partners vs. Ark Invest
  • Cetera adds Riskalyze
  • Altruist raises funding
  • You. Can’t. Scale. Service.

We hope you enjoy and follow us on this journey!
Listen on Acast
Subscribe in Apple Podcasts
Subscribe in Google Play

Show Notes:

Ark Invest Bad Idea’s Report

Recomendations:

Xero
Outside the Wire

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.