What’s going on in the industry? Grab your favorite drink and join us as we rank what’s underrated and overrated in wealth management.
· AdviceTech Live is happening again and for a good cause
· Citigroup, Genworth face lawsuits over BlackRock TDFs in their 401(k)s
· Altrusit add's Potomac tactical model strategies to its model marketplace
· Schwab Advisor Services scuttles Orion's TD Ameritrade software deal
· UBS backs out of Wealthfront deal, coughs up $69 million and will 'build' not buy
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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Learn more about Potomac Fund Management: https://potomacfund.com/
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