Industry Gossip (E13)

Grab a cup of tea and join us as we rank what’s overrated and what’s underrated in the world of wealth management. ·     Noreen Beaman steps down as President of Orion Advisor Solutions·     Potomac Fund Management unveils new toolkit for financial advisors·     UBS to buy wealth management specialist Wealthfront for $1.4B·     AssetMark launches marketing advantage platform·     Hightower files lawsuit against ex-advisors 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.Listen on AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.