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Jay Tini

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Articles tagged "Jay Tini"

Josh Brown: We've never seen a term sheet. We've never asked for a term sheet.

Feb 4, 2026

Amid skyrocketing growth, Barry Ritholtz sold a big tranche of shares in his RIA -- at a bargain -- making his CEO Josh Brown the largest among 29 new shareholders and getting 'forever' in return

Ritholtz Weath leapt to $7.7 billion of AUM -- up $5 billion since 2022 -- but the firm's co-founder didn't seek the highest bidder because it didn't achieve his succession goals.

Mark Meredith: Going from Veo One to Schwab Advisor Center is like going back in time 10 years.

Sep 18, 2023

Some TD Ameritrade RIAs are voicing misgivings -- faint compared to the loud attaboys -- about life at Schwab post-conversion, mostly centered on losing Veo system; an advisor says 'it's like 'going back in time 10 years'

The TDA conversion itself 'overdelivered' for 'seamlessness and communication,' but severed relationship with beloved Veo system left some RIAs with postpartum feelings about Veo that could increase as the dust settles, insiders say

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Jay Tini

Articles tagged "Jay Tini"

Amid skyrocketing growth, Barry Ritholtz sold a big tranche of shares in his RIA -- at a bargain -- making his CEO Josh Brown the largest among 29 new shareholders and getting 'forever' in return

Some TD Ameritrade RIAs are voicing misgivings -- faint compared to the loud attaboys -- about life at Schwab post-conversion, mostly centered on losing Veo system; an advisor says 'it's like 'going back in time 10 years'

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