Displaying 8 results
Ritholtz Wealth Management hires its first company president
Jay Tini joins Ritholtz from Vanguard, where he was divisional sales manager, for his first job at an RIA.
Ritholtz’s Future Proof festival isn’t just a day at the beach for wealth management
While many were skeptical about Advisor Circle and Ritholtz Wealth's idea for a 'wealth festival,' Future Proof could become the industry's next big event.
Ritholtz, WisdomTree launch crypto index separate account
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
Breathing new life into old-school 60/40 models
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
Adviser Josh Brown launches wealth management event
Future Proof, which will cover technology and trends, is set for Huntington Beach, California, in September 2022.
Viral or vicious? Financial advice blows up on TikTok
In the past, advisers viewed social media as a marketing tool that targeted only millennial and Gen Z clients. That narrative has changed.
New book details how financial pros manage their own money
A collection of essays from Josh Brown and other top investors proves there are many ways to invest
Ritholtz CEO Josh Brown on why your marketing strategy matters
The industry blogger breaks down his firm's content plan during InvestmentNews’ FinTech Virtual Summit
