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The Myth of Retiring Advisors (S2 E8)

There was a great deal of chatter this week from a recent article declaring that the number of financial advisors will begin declining next year. In this episode of the ...
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Understanding the Mutual Fund Share Class Fiasco

In the world of mutual funds, different situations call for different compensation tools. That doesn’t sound complicated… What should have been simple has become complex. Let’s ...
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When in Doubt, Zoom Out (S2 E7)

Our first blog post of the year has hit a nerve or two. Some agree, some disagree, but it seemed worthy of additional conversation on the Conquer Risk podcast: Why are ...
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National LINC & InsideETFs Conference Wrap (S2 E6)

Potomac went back-to-back at these events in Florida. As we kick off 2020 conferences, we dedicate this episode of the Conquer Risk podcast to discussing who we found at ...
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