Learn how three CDFIs are measuring and achieving the influence of their small business actions. This open and interactive session will explore how CDFIs are accumulating this important data, how they’re utilizing the info, and if CDFIs can improve the general efficiency of measuring their impression. The Small Business Finance […]
Focus
Potomac Fund Management Adds ETF Strategist Main Management to Union UMA Platform; Maintains Focus on Serving Underserved Financial Advisors
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 […]
Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year
As advisers look to the year ahead, firms are largely focused on two strategic priorities: marketing and technology. And as they plot growth strategies for the year ahead, many appear focused on their existing client types, rather than expanding into new client segments. The findings are part of a months-long […]