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Why this asset manager wants to send you cereal


Why this asset manager wants to send you cereal
Potomac delivers 30 boxes of branded cereal as part of the firm s “eyes on brand” marketing strategy, according to president and CIO Manish Khatta.
May 24, 2021
6
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Remember being a kid heading to the breakfast table to have a fresh bowl of cereal only to find yourselves a little bored, so you start reading the cereal box? Now, imagine doing that same thing, as an adult, but the cereal box has fact sheets and investment strategies. 
With Potomac Fund Management’s latest marketing campaign: a cereal called Bull Bear by Potomac, the asset manager is bringing feelings of nostalgia to the financial advisory community, while strategically implanting the firm’s strategy fit for the modern age.  ....

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Joe Duran's plan for Goldman Sachs advisers: Q&A


Joe Duran’s plan for Goldman Sachs advisers: Q&A
After its acquisition in July 2019, United Capital became Goldman Sachs Personal Financial Management division, combining the then-RIA’s emphasis on getting personal with the Wall Street bank s 150-year legacy. The Personal Financial Management unit is growing via acquisitions and Joe Duran outlines how advisers can benefit.
May 5, 2021
7
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Goldman Sachs & Co. has plans to grow its Personal Financial Management unit via acquisitions and the division’s CEO Joe Duran outlines how acquired firms can benefit from the referrals his firm provides, as well as its infrastructure and systems.
In January, Goldman Sachs brought together the Personal Financial Management unit and Ayco, the Goldman Sachs-owned corporate financial counseling division. Under one umbrella, the unit’s co-heads are Larry Restieri, who has led Ayco since 2018, and Duran, who built registered investment adviser U ....

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