
About
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 AcastSubscribe in Apple Podcasts Learn more about Potomac Fund Management: https://potomacfund.com/ Read our blog: https://blog.potomacfund.com/ Disclosure: http://bit.ly/2l3OvaLPFM-214-20230428 Hosted on Acast. See acast.com/privacy for more information.
8m 4s · Apr 28, 2023
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