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Podcast
Research
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Latest Post
Industry Gossip (E11)
BasisCode, Morningstar, Docupace and more
Riskalyze’s new tool, Pershing X Business Unit, Docupace and Orion acquisitions, Morningstar downloads SMArtX, and more.
Industry Gossip (E11)
BasisCode, Morningstar, Docupace and more
Riskalyze’s new tool, Pershing X Business Unit, Docupace and Orion acquisitions, Morningstar downloads SMArtX, and more.
Research
We Are All Waiting on You,
Copper/Gold!
We would like to see Growth over Value and Large over Small confirmed with a breakdown in the Copper/Gold Ratio.
Breadth is Bad,
but There May Be a Silver Lining
There is no way to sugarcoat how bad breadth has become across U.S. markets. Many metrics are at or near lowest levels of the year.
News
Potomac to Launch New Research
Offering in Early 2022
Potomac has hired a new research analyst – Drew Wells, CMT, CIMA – to bolster its research program as the firm…
Morningstar downloads SMArtX
off-loads APL
Manish Khatta, “The ability to change your mind is a superpower. They recognized they had a big hole…”
Podcasts
Who Charted? (E15)
The Start of Something Bigger?
Dan Russo and Drew Wells highlight the S&P 1500, 10-Year Note, S&P 500 and 600 Low Volume, Regional Banks vs REITS, and more.
Who Charted? (E14)
From Chop to Pop
Dan Russo and Manish Khatta highlight the S&P 500 PR, Gold Futures, US Dollar Index, Emerging Markets, and the S&P 500 Equal…
(feat.)
Penny Phillips
We’re joined by Penny Phillips to discuss the role social media has played in finding her voice, building her brand, and scaling her network.
Who Charted? (E15)
The Start of Something Bigger?
Dan Russo and Drew Wells highlight the S&P 1500, 10-Year Note, S&P 500 and 600 Low Volume, Regional Banks vs REITS, and more.
Who Charted? (E14)
From Chop to Pop
Dan Russo and Manish Khatta highlight the S&P 500 PR, Gold Futures, US Dollar Index, Emerging Markets, and the S&P 500 Equal…
(feat.)
Penny Phillips
We’re joined by Penny Phillips to discuss the role social media has played in finding her voice, building her brand, and scaling her network.
Industry Gossip (E10)
Future Proof, Healthpilot, Squid, and more.
New wealth festival “Future Proof,” Envestnet-backed Medicare startup, Squid Game crypto scam, Potomac leads with transparency, and more.
ARTICLES
Is Potomac
an RIA?
No matter who you are or what you do, one thing remains consistent: we are all media companies—or we should strive to be.
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.
Intermarket Analysis as a Guidepost
for Risk Management
Uncovering new relationships as markets evolve will likely provide a bigger advantage to managers who adopt them ahead of the herd.
Operating Just Got a
Whole Lot Easier
For those who want to colossally change how to manage operations at your financial advisory company, pull up a chair.
Building a
Successful RIA
We are here to share our insight and highlight tools that have helped us reduce frustration, eliminate overlap, and grow tremendously.
Gear Up,
It’s Time to Start a Podcast
We want to guide advisors away from making inevitable mistakes. Rome wasn’t built in a day, and neither was the Conquer Risk Podcast.
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