by Christopher Norton | Apr 1, 2024 | Advisors, Christopher
Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating tools to better server your clients. Get updates on our TAMP Union, here. Potomac Fund Management ("Company") is an...
by Christopher Norton | Nov 9, 2023 | Advisors, Christopher
Last month I had the pleasure of speaking at Potomac’s Remix Conference in Omaha, in front of roughly fifty advisors and about a dozen partners. I wouldn’t accuse it of being a planned talk, one of our guest speakers (through no fault of her own) wasn’t able to make...
by Christopher Norton | Aug 4, 2023 | Christopher, Manish, Podcasts
Envestnet to roll out RIA custody, Riskalyze rebrands as Nitrogen, three Joe Duran acolytes start “not United Capital 2.0,” and...
by Christopher Norton | Jul 25, 2023 | Jeff, Manish, Podcasts
Manish and Jeff talk through the company’s continued rapid growth, changes to our staff, plans for the future, and failed projects left...
by Christopher Norton | Jun 27, 2023 | Christopher, Podcasts
We’re joined by Founder and CEO of Altruist, Jason Wenk, to explore the questions nobody else in the industry is bothering to...
