• Industry Gossip (E26)

  • May 26 2023
  • Duración: 12 m
  • Podcast

Industry Gossip (E26)

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  • Resumen

  • The industry has big news and we have even bigger opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management.

    · Eric Clarke Retires

    · Three Joe Duran acolytes start “not United Capital 2.0” without him

    · Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins

    · InvestCloud CEO John Wise and management team ousted

    · Riskalyze rebrands as Nitrogen

    What’s in a name Blog: https://potomacfund.com/whats-in-a-name/

    We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

    Make sure you subscribe to never miss an update.


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    Learn more about Potomac Fund Management: https://potomacfund.com/

    Read our blog: https://blog.potomacfund.com/

    Disclosure: http://bit.ly/2l3OvaL

    PFM-216-20230524

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