You couldn’t dream up a sicker lineup if you tried

As promised, we just unveiled the draft agenda for this September’s Wealth/Stack conference and it’s absolutely jaw-dropping. Some of the biggest hitters in the wealth management space are speaking live over the course of our two and a half day advisor conference.

We have industry giants like Joe Duran (United Capital), Steve Lockshin (Advice Period), Shirl Penney (Dynasty) and Peter Mallouk (Creative Planning) – there will be over $100 billion in assets in the room attending and participating in these sessions.

(book by Friday, save big money)

My friend Patrick O’Shaughnessy will be presenting us with his vision for the future of portfolio construction, which you will not want to miss, believe me.

Barbara Roper, one of the most outspoken investor advocates in the United States and the leading voice in the fight for a fiduciary standard, will be on stage. So will Allison Schrager, author of the hit new book “An Economist Walks Into a Brothel…” to talk about managing risk in the real world.

We have the cool kids from FinTwit talking about business development, everyone from Justin Castelli to Tyrone Ross to Nina O’Neal to Doug Boneparth to Blair duQuesnay.


We’re doing a Sunday night tailgating party for the NFL kickoff that night, watching the game on the big screen and networking around the pool.

Plus – Barry and I are on stage, I’m giving my talk on the industry’s future. Michael Batnick and Ben Carlson are doing a live taping of the Animal Spirits podcast that you can be a part of.

I haven’t named everyone because the program is still coming together. We’ll have more to announce in the coming weeks and months.

When we first partnered with Inside ETFs, the goal was to deliver the must-attend event of the year for forward-thinking investment advisors who want to see the cutting edge of technology and practice management solutions. We have some amazing things planned as far as demos and launches, in addition to the panels and speakers. I’m biased of course, but I’m telling you this is the most excited I’ve ever been about an upcoming event.

Nobody wants to be left behind as the industry evolves and new opportunities spring up in unexpected places. We designed this event for the people who want to be part of the future, not rolled over by it.

Get information or grab your pass here:


Save money by booking before this Friday, May 10th, go here.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here:

Please see disclosures here.

What's been said:

Discussions found on the web
  1. Luxe parasols commented on Jan 30

    … [Trackback]

    […] Read More on that Topic: […]