Live Breaking News & Updates on Potomac fund management

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA
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goRIA Virtual Summit

goRIA Virtual Summit
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Potomac Unveils New Proposal Software Guardrails

Potomac Unveils New Proposal Software Guardrails
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Potomac Unveils New Proposal Software Guardrails

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...

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Potomac Blows past $1.2 billion, Launches on Two New Distribution Channels and Sets Stage for the Next Chapter

MIAMI--(BUSINESS WIRE)--Sep 19, 2023--

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Advisors jumping onto Threads could create compliance headaches

Financial advisors are jumping onto Threads, but the new social media app from Meta could create a new set of compliance headaches for firms.

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Axos Advisor Services Adds Potomac Fund Management to Money Manager X-Change Program

DENVER, CO and MIAMI, FL (PRWEB) April 04, 2023 -- Axos Advisor Services (“Axos”), a hybrid custodian and financial services company with powerful, integrated

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AdviceTech.Live Proves Virtual Conferences Have Staying Power

Despite delays and glitches, the third-annual AdviceTech.Live event raises $32,000 for financial planning-related organizations.

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Fintechs for RIAs That Might Be Cut to Save Costs During a Recession

Wealth-management insiders detailed the tools registered investment advisors are likely to keep and which ones they'll cut as they look for savings.

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Time to Add Exposure to Large-Cap Growth Stocks

The Invesco QQQ Trust (QQQ) gained over 1% today while the overall U.S. market advanced, continuing to recoup this year’s losses.

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