by Jennifer Burton | Mar 25, 2021 | Advisors, Investment Management, Jen
Over the next 10 years, Cerulli estimates more than 111,500 advisors will retire representing more than one-third of the workforce and assets. Frankly, they have been saying this for a long time and much of it is nonsense but let’s play ball. If you have been a...
by Manish Khatta | Sep 24, 2020 | Advisors, Union
Last summer we undertook the process of updating our brand and rebuilding our website. Beyond the simple aesthetics, the primary objective was to focus our messaging. Potomac’s mission is to help advisors succeed. We wanted to make that so clear, that you would never...
by Manish Khatta | Jun 10, 2020 | Advisors, Investment Management
There has never been a better time to be a DIY investor. You can literally open an account for very little money and trade commission free. As an investment manager you would think we wouldn’t like this trend but it’s quite the opposite. The more educated investors...
