News, Vision & Voice for the Advisory Community


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

Author Lisa Shidler October 6, 2014 at 6:01 AM
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Josh Brown: We know the alternatives and we don't like them and we're really happy we have a suggestion.

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


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.


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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

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