Articles tagged "Ritholtz Wealth"
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Briefs: Schwab shares soar past $71 as two negatives get more positive • Yodlee upgrades after writedown • eMoney's new dashing portal lands • Ritholtz drops freebie
Schwab pares short-term borrowing costs • Yodlee hires document-scraper • eMoney adds portal customization • Ritholtz settles into middle-age with fatter fees.
March 22, 2024 at 12:33 AM
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
February 10, 2024 at 3:03 AM
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
