Blogger Josh Brown and Ritholtz firm to hold adviser conference

Blogger Josh Brown and Ritholtz firm to hold adviser conference
Wealth/Stack will cover technology and investing.
FEB 13, 2019

Ritholtz Wealth Management is getting into the adviser conference business. Joshua Brown, a prolific blogger, financial adviser and CEO at the firm, announced in a recent post on his "The Reformed Broker" website that Ritholtz is co-sponsoring a September conference with Inside ETFs on technology and investing. The conference will be held in Scottsdale, Ariz. "If you want to get a glimpse of what the future looks like for the wealth management industry," the conference, dubbed "Wealth/Stack," is "the place to be," Mr. Brown said on the site. (More: Social media all-stars of the financial advice community)​

Latest News

SEC fines Zoe Financial $450K over undisclosed referral conflict
SEC fines Zoe Financial $450K over undisclosed referral conflict

Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.

Senate vote on NIL bill could reshape college athletes' paydays
Senate vote on NIL bill could reshape college athletes' paydays

The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.

'I'm done': Pandemic memories push business owners toward the exit
'I'm done': Pandemic memories push business owners toward the exit

"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.

Northern Trust bulks up family office team with New York hires
Northern Trust bulks up family office team with New York hires

Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.

SEC accuses trucking operator of running $127 million Ponzi scheme
SEC accuses trucking operator of running $127 million Ponzi scheme

765 investors were promised 260% annual returns on truck leases

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains