People Moves Related to "The true story behind paying a small fortune to the 'potomac.com' piper to strengthen our 40-year-old brand, and the thought process that led us to cough up the cash"
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Manish Khatta unapologetically lowers boom on remote-working staff and corrals them in a suburban Washington, D.C., office building to better manage skyrocketing growth
Nov 21, 2024The TAMP CEO says that selling his company was the only other option to renting a big space, and risking offending staff
Carson Group legal drama discovered by Omaha media with settlement still on table • DPL annuity sales top $3 billion milestone, two months ahead of schedule • Potomac gets serious about Seinfeld • SSGA raids Schwab for technology executive
Jul 19, 2024Carson case develops • After taking 58 months to sell its first $1 billion of annuities, DPL did its third billion in six months • Potomac's Christopher Norton promises to show fun side of RIAs and thanks F-word (fiduciary) video ban • SSGA has a new COO.
Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance
Mar 25, 2023Tax-loss harvest gains may have some home assembly required, says Jeff DeMaso • Adrian Johnstone is now in the driving seat at Practifi • CFP Board spending just topped $150 million • and Vermont shares some Texas thinking on ESG investing.