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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