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Potomac Fund Management, Inc. ("Potomac"), a rapidly growing investment strategist and TAMP, is pleased to announce the release of their new model analysis and proposal software, Guardrails. "Financial advisors have access to more model portfolios...
The wealthtech company will also slow down its pace of acquisitions, as it focuses on bringing its tech components together into one platform.
Michael Kitces' January 2022 column on the latest in financial #AdviserTech looks at four major trends shaping AdviserTech.
The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel ongoing growth.
News, Vision & Voice for the Advisory Community The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion's freshly acquired HiddenLevers unit, but a backlash may be brewing. Comments Blindsided but unbowed, Orion Advisor Solutions vows that it will not take Riskalyze's assault on its brand lying down. Riskalyze launched its full-scale media blitz yesterday (May 11), unleashing a video, an audio file, a dedicated website (Unhiddenlevers.com) and a press release headlined, "As the market leader on risk, we can’t stay silent." Aaron Klein: 'I ...