RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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

Monday, October 6, 2014 – 6:01 AM by Lisa Shidler
Admin:
no description available
Josh Brown: We know the alternatives and we don't like them and we're really happy we have a suggestion.

Mentioned in this article:

Upside
TAMP
Top Executive: Tom Kimberly

Wealthminder
Financial Planning Software
Top Executive: Rich Ellinger




Teresa Vollenweider

Teresa Vollenweider

October 6, 2014 — 6:56 PM

Wouldn’t Vanguard and Vanguard Low-Cost Index Funds be a very good option for nearly EVERYbody—mass affluent, high net worth, ultra high net worth, outrageously rich, etc.? Why not just send the mass affluent to Vanguard and Vanguard can take them from there?

brooke southall

brooke southall

October 6, 2014 — 8:26 PM

Teresa,

Somebody actually needs to make decisions surrounding the buying, selling, allocation and rebalancing of assets. If Vanguard does that, they will charge a fee on top of the fund fees.

But, yes, “everybody”, including PIMCO is going that ETF/indexing route with Vanguard as a big beneficiary.

Brooke

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo