Articles tagged "Josh Brown"
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Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox
The dynamic New York City super-blogger duo now have a $2.8 billion AUM RIA and a 'massive fanbase' to cultivate, but they also foresee a need to rein in and retain
November 22, 2022 at 2:38 AM
Future Proof spent 'millions' and got a 'gazillion permits' in 2022 and the VC-backed 'Reformed Broker's' festivus is on track for 10,000 attendees by 2025
The RIA 'festival' kept sessions short, mingling high, ages low and older folks amazed, as the weather cooperated and Josh Brown proved how far a blogger can go.
September 21, 2022 at 1:55 AM
Future Proof bursts onto the RIA event scene by taking over four big hotels and a half-mile of beachfront without the taint of 'pay-to-play' speaker slots
With Matt Middleton and other ex-Informa guys as masterminds and Josh Brown and Barry Ritholtz providing muscle, the confab's aspiration is to be the Envestnet of RIA events.
October 20, 2021 at 2:24 PM
Oisín's Bits: With COVID-19 spiking in 27 states, RIA events like Wealth/Stack fight for late 2020 conference slots • Black Diamond taps startup Canoe for alternatives reporting • DOL quantifies RIA numbers
The InsideETFs event will compete with InvestWest for coveted late 2020 date, but without Josh Brown's stardust • SS&C's move follows Addepar advance and will include Advent products• The DoL sees net gains in RIAs of about 300 a year
July 8, 2020 at 2:23 AM
Peter Mallouk and Joe Duran described the RIA business like they were from two separate planets, spinning heads at WealthStack
The Creative Planning CEO sees green pastures but for the United Capital manager 'the golden era is over' with Goldman Sachs there to pick up the pieces
September 12, 2019 at 3:00 AM
Josh Brown launches by-and-for RIA event, Wealth/Stack, in Arizona but with pay-to-speak slots for sponsors
With partner Barry Ritholtz, he frontlines a technology-leaning gathering in Scottsdale but Inside ETFs owns/runs the event and vendors will gain their customary influence
March 26, 2019 at 12:02 AM
Twitter war pits Josh 'Downtown' Brown against Michael Kitces over hush-hush issue: Do RIA custodians face Merrill-Lynch style conflicts over advisor custody fees?
Brown criticizes Merrill Lynch for moving cash out of money market accounts into banks; Kitces says RIAs are complicit in something just as bad
August 29, 2018 at 1:49 AM
Reformed Broker RIA makes hire to turn his $825-million-AUM firm into a blog incubator with a not-unneeded feminine touch
Ritholtz Wealth's Josh Brown hires estimable Blair duQuesnay, a reformed UBS broker who brings her own online presence
June 8, 2018 at 2:37 AM
Mike Alfred also exits BrightScope to follow brother Ryan into cryptocurrency sphere
With Mark Casady and Josh Brown as backers, the former BrightScope CEO raised a quick $1.5 million over the weekend, partnered with a third Alfred -- Eddie -- and set about casting light on 1,000 cryptocurrencies for hedge funds
January 24, 2018 at 4:13 AM
How Morningstar got in the last word after The Wall Street Journal dropped a year-in-the-making investigative piece on the fund tracker's head
Don Phillips used Chicago street talk and wielded research muscle to hit the Dow Jones newspaper high and low
December 19, 2017 at 8:12 PM
Jack Bogle's ICI grumbles and Kunal Kapoor's 'future' mode make Morningstar's 2017 conference sparkle with an uber relevance
The Vanguard founder made a dig at ICI and the Morningstar CEO put RIA bloggers on even agenda-slot footing with BlackRock CEO and IBM's Sironi
May 4, 2017 at 3:17 AM
Amid papal euphoria, a bullish ETF event at NYC's Conrad Hotel where pros plot the next few trillion of assets
Tom Lydon's fundfest had everything from Deb Fuhr's dry intellectualism to Josh Brown's New Yok F-Bombs, with all the Powershares, BlackRock iShares, State Street power players represented
September 26, 2015 at 7:42 PM
Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce
The Nebraska-based conventional provider and the Silicon Valley whiz-bang, with Salesforce and TD Ameritrade as common bonds, found it easy to partner with each other
April 22, 2015 at 1:40 PM
New marching orders issued at TD Ameritrade's conference in San Diego: Don't join'em, beat'em!
TD touted its robo hookups and Tom Nally proclaimed RIAs are thisclose to overtaking wirehouses at the standing-room-only, come-as-you-are confab
February 2, 2015 at 5:21 AM
Josh Brown and Barry Ritholtz, masters of the financial Twitter/blogging universe, launch a robo effort to monetize their followers
The pair's modest RIA and immodest following could come catch fire with Upside as a partner
