• Industry Gossip (E27)

  • Jun 16 2023
  • Length: 11 mins
  • Podcast

Industry Gossip (E27)

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  • Summary

  • 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.


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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-218-20230614 


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