MIAMI–(BUSINESS WIRE)–Jan 26, 2021– Potomac Fund Management, Inc. (“Potomac”), a boutique investment strategist, is pleased to announce that it has added Main Management to a short list of approved third-party strategists available to advisors using the Union UMA platform. Maintaining a distinct focus on serving independent financial advisors who typically […]
Advisors
ARMSREACH, a Marketing Solution for Financial Advisors, Highlights the Drawbacks of Paying for Leads
(MENAFN – ACCESSWIRE) AUSTIN, TX / ACCESSWIRE / January 22, 2021 / ARMSREACH, a marketing solution for financial advisors, is warning its customers against paying for leads as a strategy for growth. The company is founded by Joseph W. Crawford and it offers a complete client acquisition and reputation strategy. […]
What Financial Advisors Should Know About SEC Rules Allowing Testimonials
Prospective clients often search for testimonials and reviews of financial advisors on Facebook, Yelp or other social media sites. Often, their searches come up short. © (Getty Images) Female financial executive talking on smart phone. That’s because advisors, unlike other service providers such as attorneys and insurance agents, have been […]