by Kaitlyn Humphries | Nov 3, 2021 | Advisors, Investment Management, Kaitlyn
For anyone who works in operations at a financial advisory firm, they know the workload can be demanding. Countless tasks are completed daily, from acquiring new account paperwork and transferring assets to making calls to custodians and responding to emails—the list...
by Christopher Norton | Aug 24, 2021 | Advisors, Investment Management
Potomac celebrates $500M AUM/AUA milestone by creating one-of-a-kind industry award showThe Profound Industry Maker and Player Awards will showcase the best andbrightest across the financial services industry. MIAMI, FL, August 24th, 2021 – Potomac Fund Management,...
by Jeff Goodnow | Aug 19, 2021 | Advisors, Investment Management, Jeff
When was the last time you felt like you were on a wild goose chase? We suspect if you’ve tried looking for a third-party strategist to manage assets for your advisory firm recently, you know this feeling quite well. In fact, here at Potomac, we’ve put ourselves in...
by Jeff Goodnow | Aug 12, 2021 | Advisors, Investment Management, Jeff
As we move into an environment where more and more advisors are outsourcing portfolio management, it is critical that you have a way to evaluate each provider before you jump into an engagement with them. So, how do you decide which providers will be best for both...
by Jennifer Burton | Aug 5, 2021 | Advisors, Investment Management
Goals is a word that is thrown around a lot in financial planning. So much so that most of us are dead tired of it. But what better way is there to describe the “why” behind the investment decisions we urge our clients to make? Why do we invest our clients’ money this...
by Manish Khatta | Jun 10, 2021 | Advisors, Investment Management
It’s a hard truth to face, but the fact is the way many advisors communicate with clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future...
