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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

Author Oisin Breen March 26, 2019 at 12:02 AM
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Josh Brown: The majority of conferences are staged by journalistic enterprises, custodian brokerages, professional organizations, asset management firms or software companies. This is going to have a program created by advisors

Jesse Livermore

Jesse Livermore

March 26, 2019 — 8:56 PM
"Through a planning oversight..." :D
Don Friedman

Don Friedman

March 27, 2019 — 1:36 PM
As the COO of <a href="http://ETF.com" rel="nofollow">ETF.com</a>, I was tasked with creating and running Inside ETFs (I hired John Swolfs) from 2007 - 2014. For the last 5 years I've been running a company (JV Events Group) which produces events for allocators ONLY (i.e. financial advisors, family offices, etc.). Additionally, we've invested in every asset class for any event we've produced. We are the definition of putting our money where our mouth is. For those interested in learning more you can visit <a href="http://www.JVEventsGroup.com" rel="nofollow">www.JVEventsGroup.com</a>
Confused

Confused

March 27, 2019 — 7:06 PM
Why would an advisor pay $20-50k to stand on a stage and lecture other financial advisors as to what they're doing wrong? This event comes off as the most ego-driven spectacle I've ever witnessed.
Don Friedman

Don Friedman

March 27, 2019 — 7:22 PM
LOL. I can't speak for their event, but I think their model is that the product manufacturers pay the freight to speak on stage, not the advisors. Don't quote me on that, but that would be my guess. If you're right though, I agree with you.
Realist

Realist

March 27, 2019 — 8:42 PM
Scheduling this event opposite the Kitces conference (a mainstay) shows either the blind arrogance of Josh Brown, or his complete ineptitude.
Don Friedman

Don Friedman

March 27, 2019 — 8:46 PM
I always enjoy being in Arizona in early September when it's 110 degrees...
Sun Devil

Sun Devil

March 27, 2019 — 8:52 PM
Yeah but you'll be inside an air-conditioned conference room listening to Downtown Brown brag about himself on stage for an hour.
Bob

Bob

March 27, 2019 — 11:39 PM
Ritholtz is a complete fraud and Josh Brown is a poor man's version of the Fyre Fest guy
Jesse Livermore

Jesse Livermore

March 28, 2019 — 11:41 PM
Brown .vs. Kitces. I'm shorting Brown. Could be another 1929 for me :) JLL
Chuck

Chuck

March 29, 2019 — 5:57 PM
That's a no-brainer Jesse. How's Joshy gonna go on stage and spin the fact that you can go on Schwab and pay $300/yr and get the same thing he & his minions are charging 1.5% for?

Related Moves

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

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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

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November 22, 2022 at 2:38 AM

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 at 3:13 AM

March 12, 2020 at 1:45 PM


Mentioned in this article:

Gregory FCA Communications
Marketing & Public Relations, Blog/Social Networking Tool
Top Executive: Joe Anthony

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



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