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 | Mar 5, 2021 | Christopher, Jeff, Jen, Kaitlyn, Martina, Podcasts
Ever wish you read more? We did, so we started a book club. This series from the Conquer Risk Podcast will feature the full Potomac team, as we explore stories (we hope) will make us better at what we do. In our inaugural episode, we share our takeaways from...
