News, Vision & Voice for the Advisory Community


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

Author Kelly O'Mara October 11, 2013 at 6:19 PM
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Josh Brown -- right -- with partner Barry Ritholtz: Our message of simplifying your portfolio, passive investing, and putting the bulk of assets in index funds gets a little fuzzy when on the other side of the wall they're pitching hedge funds.

Breakaway Stories

Jeff Spears

Jeff Spears

October 14, 2013 — 5:19 PM

I wish them the best. Effective use of Social Media is a competitive advantage of independent RIAs and there is NOBODY better at Social Media than these two.

Only unsolicited advice I’d give is to refine their positioning on backoffice support.

The back-office “kids” will do the stuff anyone can do. That way they each have time to do “only the stuff only you can do,” the CIO says


March 30, 2014 — 10:07 PM

Why didnt the story mention the fact that neither of these clowns is qualified to manage anyone’s money or the fact that Brown worked fro Westrock Advisers which was a boiler room that lost its broker dealer license??? Just another example of crap media.

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