Michael Batnick and I discuss some of the questions and concerns financial advisors have related to the mega merger of TD Ameritrade and Schwab.
Wealth Management/Industry News
Today, I’m addressing a group of advisors who are in a much different market than ours
My friend Dave Nadig, who runs ETF.com, had some really interesting takes on the recent wave of commission-free trading announcements
Video – Josh’s take on the commission-free trading news out of Schwab
Advisors themselves are highly aware of the multi-faceted approach to advice that clients are now looking for in the modern era.
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.
Liftoff is a collaboration between Ritholtz Wealth Management and Betterment
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
I don’t think I would ever invest money with someone who isn’t on Twitter.
Josh here – on today’s Talk Your Book, my friend Aaron Schumm stops by to talk about the $28 trillion opportunity independent financial advisors and RIAs aren’t paying enough attention to. That’s how much investor capital is currently invested in retirement plans, many of which are outdated, clunky or poorly managed. 401(k)’s have long been…