Joshua M Brown

How Your Producer Gets Paid

Wells Fargo just announced sweeping changes to the way it will pay its producers financial advisors in 2017. None of this stuff would work in the context of a Fiduciary Standard. Monthly production hurdles – meaning how much in fees and commissions the producer can rack up – lead to higher payouts for the producer……

All In

Fund managers have built up their biggest overweight position ever on bank stocks

ESG Links: Allocating with Purpose

Due to client demand, Ritholtz Wealth Management has created an ESG version of our classic asset allocation models, known as the Portland Portfolio. Research shows that high net worth families are increasingly interested in directing their investable assets toward companies with good records on Environmental, Social and Governance issues. Please enjoy the below reads, curated by our in-house ESG…