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Most Recent
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
Manish Khatta joins forces with HiddenLevers co-founder Praveen Ghanta to launch Guardrails
Manish Khatta is best known for knowing what he wants, and he wants his own “post-Riskalyze,” “post-HiddenLevers” software venture.
Articles
The Next Frontier
for Financial Advisor Growth
While the industry is yelling at you about content, blogs, SEO, email marketing, social media, podcasts, etc., it’s time to start…
Guardrails
8-Bit Version
Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating…
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Dow Inclusion:
Signal or Noise?
We look at a few prior instances of additions and deletions from the Dow to form our own thoughts on the subject.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Actively Passive; No, Passively Active
Passive index investors are not interested in finding value in the market. So, as they pump more money into SPY, they are just pumping more money into the biggest stocks.
The Employee Turnover
is Unacceptable
We have been focused on growing the business, and some things just don’t get the TLC they deserve. But, as we grow…
Does your investment manager
“eat their own cooking?”
Explore the disturbing trend of the investment management industry not investing in their own management strategies…
Building a
Successful RIA
It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
News
Manish Khatta joins forces with HiddenLevers co-founder Praveen Ghanta to launch Guardrails
Manish Khatta is best known for knowing what he wants, and he wants his own “post-Riskalyze,” “post-HiddenLevers” software venture.
Press Release: Potomac Unveils
New Proposal Software Guardrails
Potomac is pleased to announce the release of their new model analysis and proposal software, Guardrails, risk software built by risk managers.
Press Release: Potomac Blows Past $1.2 Billion
and Sets Stage for the Next Chapter
Potomac is pleased to announce availability at Interactive Brokers and Fusion Capital Management, along with the addition of five key hires.
Press Release: Potomac’s Model Strategies and Mutual Funds
Available at Fidelity FMAX
Potomac is pleased to announce that both its model strategies and mutual funds are now available on the FMAX platform.
Press Release: Potomac Fund Management Now
Available at American Trust Custody
Potomac’s model strategies are now available on the ModelxChange platform, created by American Trust Custody.
Potomac Strategies Now Available on Axos MMX Platform
“Axos Advisor Services’ partnership with Potomac will be impactful for advisors for a few reasons,” said Jonathan Bui, Senior Product Manager at Axos…
Potomac CEO spent nine months vetting RIA custodians
Manish Khatta let his fingers do the walking and now he’s voting with his feet – and assets – for the best institutional custodian…
OCIO by Potomac launches as standalone product
Potomac, an investment strategist and TAMP, unveils a new Outsourced Chief Investment Officer service, “OCIO by Potomac.”
Business Insider
Manish Khatta once believed that if he took a “best-in-breed” approach to wealth-management technology, he could have a dream tech stack.
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