Industry Gossip (E26)

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.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 PFM-216-20230524  Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published May 26, 2023

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Industry Gossip (E26)

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