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Ritholtz Wealth expands its California footprint
The $4B RIA has announced the opening of a new office branch in Los Angeles, led by a 15-year industry veteran.
Future Proof plants its flag in the advisor industry event circuit
In its second year, the beachside conference attracted almost 3,000 attendees, nearly double last year’s attendance.
Seven fintech companies to feature at second annual Future Proof festival
Six startups and Pershing X will demonstrate how their products can solve real problems for advisors.
Ritholtz Wealth files for new robo-advisor
The new product, called Good Advice, requires a $15,000 minimum investment and will charge a maximum fee of 50 basis points.
BlackRock closes FutureAdvisor’s retail business, moves clients to Ritholtz Wealth
FutureAdvisor joins a growing roster of robo-advisors that have closed up shop, including RobustWealth and Motif Investing.
Fintech startup launched by financial advisers lands $2.7 million in funding
Seeds Investor, a software offering digital client assessment, automated portfolio construction and ongoing client engagement tools, has backing from funds linked to Stocktwits founder Howard Lindzon and Ritholtz Wealth Management.
Ritholtz Wealth Management hires its first company president
Jay Tini joins Ritholtz from Vanguard, where he was divisional sales manager, for his first job at an RIA.
Ritholtz’s Future Proof festival isn’t just a day at the beach for wealth management
While many were skeptical about Advisor Circle and Ritholtz Wealth's idea for a 'wealth festival,' Future Proof could become the industry's next big event.
