by Jeff Goodnow | Oct 13, 2020 | Podcasts
As we enter the fourth quarter of this incredible year, we look at the top content advisors have gravitated to in the third quarter of the year: What was expected What surprised us What this means for Advisors We hope you enjoy and follow us on this journey! Listen on...
by Jeff Goodnow | Sep 29, 2020 | Investment Management, Podcasts
An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down: What does an OCIO actually do? How precisely...
by Jeff Goodnow | Sep 22, 2020 | Podcasts
There is often confusion with advisors, and in the wider industry, about the value of a TAMP vs a Model Marketplace. This is especially relevant with the push by regulators, broker/dealers, etc. to move toward advisory, but away from the advisor-driven portfolio...
by Jeff Goodnow | Sep 15, 2020 | Podcasts
Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one. As we continue to work with...
by Jeff Goodnow | Sep 8, 2020 | Podcasts
As an RIA with over 3 decades of experience, Potomac has used several major risk assessment tools and risk tolerance questionnaires. Do they add value? We discuss: Their merit. Their fallacies. Does it matter? We hope you enjoy and follow us on this journey! Listen on...
