To everyone in the industry who nominated and voted for me, I just want to say thank you so much. I appreciate it!
Wealth Management/Industry News
Incumbency
It’s hard to imagine, however, the next big thing being a new ETF.
What TD + Schwab means for the wealth management business
Michael Batnick and I discuss some of the questions and concerns financial advisors have related to the mega merger of TD Ameritrade and Schwab.
Headed to the 6ix
Today, I’m addressing a group of advisors who are in a much different market than ours
Here’s how the brokers will make money now that trading is free
My friend Dave Nadig, who runs ETF.com, had some really interesting takes on the recent wave of commission-free trading announcements
This isn’t exactly a moon landing…
Video – Josh’s take on the commission-free trading news out of Schwab
What Advisors Bring to the Table
Advisors themselves are highly aware of the multi-faceted approach to advice that clients are now looking for in the modern era.
The Ancient Relationship Between Financial Advice and FinTech
Our friend Jamie Catherwood of O’Shaughnessy Asset Management came by The Compound to speak with Michael and I about the ancient relationship between financial advisors and FinTech.
Everyone Deserves Good Financial Advice. Everyone.
Liftoff is a collaboration between Ritholtz Wealth Management and Betterment
The Investment Management Tool Advisors Love
Michael Batnick and Ben Carlson use YCharts for research projects all the time, whether they’re answering a client question, creating a blog post or seeking to prove or disprove