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Articles tagged "Manish Khatta"


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Chris Norton: While ‘Potomac’ didn’t say much about who we are, it did have nearly 40 years of brand recognition .

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

Manish Khatta: It's fair that ETFs start paying their way for access to assets.

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: If I can roll something out that solves a problem and juices valuations, why wouldn’t I do it?

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:  Legacy custodians don’t have the flexibility around custom technology.

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

March 28, 2023 at 4:44 AM

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