Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management.

·     InvestmentNews fires everyone

·     Schwab is curbing remote work

·     SmartX goes to Plan B

·     An RIA 'gambled' on Goldman Sachs to custody client assets

·     Twitter is now X

·     Microsoft stock pops on AI subscription for Microsoft 365

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/

Read our blog: https://blog.potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

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We just crossed $1B. That’s great, but we’re still building. Manish Khatta and Jeff Goodnow, talk through the company's continued rapid growth, conferences coming up, how to keep the business sustainable, and much more.

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Listen on Acast

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Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://blog.potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

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Research by Potomac: https://potomacfund.com/strategies/research/

We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:

·     10-Year Yield

·     US Dollar Index

·     S&P 500 Technology

·     S&P 500 ETF

·     S&P 500 Index

·     S&P 500 PR

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

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We’re joined once again by the enigmatic Chief Creative Officer at Snappy Kraken, Patrice Kelly, to explore the questions no one else in the industry has thought to ask. From defining happiness, to confessing greatest extravagances, we go below the surface with one of the most engaging people in our industry.

If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

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Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://blog.potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

PFM-219-20230620

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Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management.

·     InvestmentNews has been sold (again)

·     Cetera hiring Mike Durbin as CEO

·     Vise launces a “hard reset”

·     Schwab/TD merger woes

·     RightCaptial confirms secret SoFi deal

·     Pershing X unveils new platform, Wove.

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Listen on Acast

Subscribe in Apple Podcasts

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://blog.potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

PFM-218-20230614 

Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/strategies/research/

We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:

·     S&P 500 ETF

·     S&P 500 Sectors

·     Dow Jones Transportation Average

·     S&P 100 vs. S&P 500

·     S&P 500 and ATRs

·     Effective Federal Funds Rate

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

PFM-217-20230607 

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The industry has big news and we have even bigger opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management.

·     Eric Clarke Retires

·     Three Joe Duran acolytes start “not United Capital 2.0” without him

·     Envestnet will roll out RIA custody by 2024, predicting 15-basis-point margins

·     InvestCloud CEO John Wise and management team ousted

·     Riskalyze rebrands as Nitrogen

What’s in a name Blog: https://potomacfund.com/whats-in-a-name/

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Listen on Acast

Subscribe in Apple Podcasts

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://blog.potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

PFM-216-20230524 

Hosted on Acast. See acast.com/privacy for more information.

Research by Potomac: https://potomacfund.com/strategies/research/

We’re back with more Who Charted! Tune in for Dan and Manish’s (timer-less) pulse on the hottest charts in markets, including:

·     S&P 500 Index Seasonality Chart

·     ACWX vs. ACWI

·     Copper vs. Gold

·     S&P 500 Growth vs. S&P 500 Value

·     10 Year - 5 Year Curve

·     S&P 500 Equal Weight / S&P 500

So, who charted?

This podcast is produced as a video series. Please visit our YouTube channel: https://www.youtube.com/c/ConquerRiskPodcast

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://potomacfund.com/blog

Disclosure: http://bit.ly/2l3OvaL

PFM-215-20230511

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You know the drill! The industry has news and we have opinions. Grab a drink and join us as we rank what’s underrated and overrated in wealth management.

·     Altruist acquires award winning SSG custodial platform

·     Insight Partners and Adams Street invest in Altruist

·     Executive shake-up at Skience sees President/COO, CMO, CPO leave

·     Riskalyze opts for a rebrand as part of push for $1-billion valuation

·     Snappy Kraken announces collaboration with Morningstar

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Listen on Acast

Subscribe in Apple Podcasts

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://blog.potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

PFM-214-20230428

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The OGs, Manish Khatta and Jeff Goodnow, talk through the companies continued rapid growth, changes to our staff, plans for the future, and failed projects left behind.

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

Make sure you subscribe to never miss an update.

Listen on Acast

Subscribe in Apple Podcasts

Learn more about Potomac Fund Management: https://potomacfund.com/

Read our blog: https://blog.potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

PFM-213-20230414 

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