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Industry Gossip (E26)

Industry Gossip (E26)

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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.

 

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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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