News, Vision & Voice for the Advisory Community


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

Author Brooke Southall June 8, 2018 at 2:37 AM
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Blair duQuesnay, like Josh Brown, paid her dues on Wall Street.

Women of Wealth Management

Bill Winterberg

Bill Winterberg

June 15, 2018 — 1:53 PM
AUM Fact Checks. RIABiz wrote "Since they opened the doors of Ritholtz Wealth Management in October 2013, Josh Brown and Barry Ritholtz, ..., have amassed a respectable — if hardly mind-blowing — $180 million in assets from 150 households." <a href="https://riabiz.com/a/2014/10/6/josh-brown-and-barry-ritholtz-masters-of-the-financial-twitterblogging-universe-launch-a-robo-effort-to-monetize-their-followers" rel="nofollow">https://riabiz.com/a/2014/10/6/josh-brown-and-barry-ritholtz-masters-of-the-financial-twitterblogging-universe-launch-a-robo-effort-to-monetize-their-followers</a> Above, you write they started with $100 million AUM. Which is it? The above, you write: "Since the partners founded the firm in 2013 with $100 million of AUM, it has grown more than 600% to $825 million" Form ADV reports $708,214,383 as of 4/5/2018 <a href="https://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=168652" rel="nofollow">https://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=168652</a> Which news am I supposed to believe?
Bill Winterberg

Bill Winterberg

June 15, 2018 — 7:06 PM
I reviewed both posts and realized that your $180M figure was published in October 2014 and should not have confused that with the original AUM that existed when the firm launched in October 2013.


June 22, 2018 — 1:15 PM
What are your thoughts on airdrops? <a href="http://airdrop-review.com/what-is-a-airdrop/" rel="nofollow">http://airdrop-review.com/what-is-a-airdrop/</a>

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