Brooke Southall

It is my understanding that Ritholtz Wealth has/had a prolific referral arrangement with TD as well.

So clearly these highly inorganic asset flows are a major contributor to their AUM.

Could likely be others we do not know of.

Keith Girard

At T3 event Josh Brown explained how his RIA, Ritholtz, got FutureAdvisor -- and hundreds of millions of AUM -- from BlackRock, along with a daunting software puzzle

FutureAdvisor

Ritholtz Wealth

<p>This section contains news and coverage about the dozens of conferences held in the advisory industry every year. Those conferences range from annual events put on by the big custodians to small hands-on workshops hosted by law firms, consultants and tech companies, among others. RIABiz can't cover all the conferences, but this page includes our stories about those we have written about.</p>

<p>We hope that getting a flavor of the different gatherings helps you decide which are worthwhile attending and &mdash; if you're in the conference business yourself &mdash; what clicks with attendees and what doesn't. Have a suggestion for a conference we should cover? Email me, Brooke Southall at <a href="mailto:brooke@riabiz.com">brooke@riabiz.com</a>.</p>

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The Las Vegas-based session included AdvisorEngine CEO who apparently played a white-knight role in transitioning a complicated robo from the giant asset manager to the outspoken RIA shop

At T3 event Josh Brown explained how his RIA, Ritholtz, got FutureAdvisor -- and hundreds of millions of AUM -- from BlackRock, along with a daunting software puzzle

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At T3 event Josh Brown explained how his RIA, Ritholtz, got FutureAdvisor -- and hundreds of millions of AUM -- from BlackRock, along with a daunting software puzzle

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