Duane is president of Potomac Strategies, LLC, a legislative and regulatory consulting firm founded in 2009. He has 25 years of experience specializing in analysis and advocacy work related to federal and state regulation of financial advisors. Duane is a periodic contributor to the Investment and Wealth Institute’s flagship publication, Investments & Wealth Monitor, as well as Prudent Practices for Investment Advisors, a publication of Fi360, Inc., a Broadridge company. Duane holds the Accredited Investment Fiduciary Analyst designation, a Master's in journalism from the University of Missouri-Columbia, and a Bachelor of Arts with a double-major in history and studio art from Principia College in Elsah, Ill.
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Investment Sense provides expert thinking on the relevant topics that impact your business along with updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.