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The TAMP CEO says that selling his company was the only other option to renting a big space, and risking offending staff
Christopher Norton's burst of creativity came aboard a flight when he had nothing but time and the electronic ear of Manish Khatta, his Potomac Funds boss.
Focus leverage ratio rose again; Moody's dings • Fidelity shores-up ETF marketplace revenues • Schwab backs brick-and-mortar • Krawcheck claim puts $53 trillion in question
The new Miami, Fla. venture will be the first, but not the last one launched by Potomac Fund Management, which has roughly doubled its managed assets in the last 12 months.
After Fidelity discontinued DocuSign API and uncertainties rose at Schwab, Potomac Fund Management's CEO spent nine months vetting RIA custodians
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