Articles tagged "Barry Ritholtz"
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Future Proof 2023 weathered a rare LA rainstorm and a shower of 'skepticism,' but grew by two hotels, 109 sponsors, 1,200 attendees and 16,000 micro-meetings -- and it's only the beginning
The hard-to-pigeonhole 'wealth' super event in Los Angeles evolved and is still on track for 10,000 attendees in 2025; a Future Proof branded event in the Colorado Rockies is set for March.
September 23, 2023 at 2:34 AM
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 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
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
In a summer swelter, In|Vest's feisty crowd throws punches at Schwab; Bernie Clark counters and debate erupts over whether 'digital' makes a difference
The New York City event drew heavyweights. Edmond Walters, Barry Ritholtz, Martin Small, Lauren Radcliffe were among those who skipped the BS
July 19, 2019 at 11:04 PM
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
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
Morningstar renders ETF verdict by discontinuing ETF-only conferences after category becomes the Vanguard-BlackRock show
Smaller, newer ETF players are forced to pursue micro-niches and active management -- only to encounter the big players lurking there, too
September 13, 2017 at 5:26 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
October 6, 2014 at 6:01 AM
The RIABiz top 10 industry blogs -- and which bloggers they recommend
The RIA business is a land of micro-niches where owner-operated blogs are often the best reading spot for advisors to find the vibe and the level of granularity they seek on a subject
January 15, 2014 at 5:52 AM
Mystery solved: Josh Brown and Barry Ritholtz start RIA -- or is that actually where the intrigue begins
After a couple of years of 24/7 tweeting and blogging, the duo is poised to scoop up talent on the cheap, keep it simple and dare to offend but experts say they also need to avoid 'talking heads' syndrome
October 11, 2013 at 6:19 PM
How to get going on Twitter
This social media can be the most intimidating to start but it can be the best and most effective, too
