Articles tagged "Manish Khatta"
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The true story behind paying a small fortune to the 'potomac.com' piper to strengthen our 40-year-old brand, and the thought process that led us to cough up the cash
Christopher Norton's burst of creativity came aboard a flight when he had nothing but time and the electronic ear of Manish Khatta, his Potomac Funds boss.
July 24, 2024 at 6:14 PM
Focus triggers Moody's by fighting debt with debt • Fidelity's new ETF fees work magic • Schwab opens Milwaukee 'flagship' • RIAs may lose billions to 'widowgedden,' says Krawcheck
Focus leverage ratio rose again; Moody's dings • Fidelity shores-up ETF marketplace revenues • Schwab backs brick-and-mortar • Krawcheck claim puts $53 trillion in question
June 5, 2024 at 2:21 AM
Manish Khatta joins forces with HiddenLevers co-founder Praveen Ghanta to launch GuardRails, a risk analysis play that rejects raw 'risk numbers' -- a 'game-changer' in the scale-minded RIA space, analyst says
The new Miami, Fla. venture will be the first, but not the last one launched by Potomac Fund Management, which has roughly doubled its managed assets in the last 12 months.
January 26, 2024 at 4:42 PM
Manish Khatta gives Schwab and Fidelity 'A' grade -- and a backseat -- after Altruist gets A+ to win the RIA inflows to his $750-million TAMP
After Fidelity discontinued DocuSign API and uncertainties rose at Schwab, Potomac Fund Management's CEO spent nine months vetting RIA custodians
