Welcome to a new series from the Conquer Risk Podcast. There is so much news flying around, we barely have time to process it all. What’s overrated? What’s underrated? We rank:

  • TD Ameritrade Customer Service
  • SEC Advisor Testimonial Rule
  • Vise Recent Round of Funding
  • Custom SMAs
  • Vertical Video
  • Franklin Templeton’s Robo
  • Orion and Focus Financial’s Cash Venture

We hope you enjoy and follow us on this journey!
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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.