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At T3 event Josh Brown explained how his RIA, Ritholtz, got FutureAdvisor -- and hundreds of millions of AUM -- from BlackRock, along with a daunting software puzzle

The Las Vegas-based session included AdvisorEngine CEO who apparently played a white-knight role in transitioning a complicated robo from the giant asset manager to the outspoken RIA shop

Author Brooke Southall February 10, 2024 at 3:03 AM
1 Comment
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Josh Brown [left] with Rich Cancro: 'We had friends [at] BlackRock, and we got a call..
Keith Girard contributed to the editing of this article.




February 12, 2024 — 5:53 PM
It is my understanding that Ritholtz Wealth has/had a prolific referral arrangement with TD as well. So clearly these highly inorganic asset flows are a major contributor to their AUM. Could likely be others we do not know of.

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