Industry Gossip (E19) episode artwork

EPISODE · Sep 9, 2022 · 8 MIN

Industry Gossip (E19)

from Conquer Risk Podcast

What’s going on in the industry? Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management. ·     AdviceTech Live is happening again and for a good cause·     Citigroup, Genworth face lawsuits over BlackRock TDFs in their 401(k)s·     Altrusit add's Potomac tactical model strategies to its model marketplace·     Schwab Advisor Services scuttles Orion's TD Ameritrade software deal·     UBS backs out of Wealthfront deal, coughs up $69 million and will 'build' not buy 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.

Episode metadata supplied by the publisher feed · Published Sep 9, 2022

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Industry Gossip (E19)

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