2005 Financial Advice Wealth Management 
Inside Information
SEPTEMBER 28, 2021
This second petition includes some draft language that the SEC could adopt, which spells out that a broker should be required to either register its reps with the SEC or stop calling those reps advisors, financial planners, wealth managers etc.
The Big Picture
APRIL 25, 2023
Now, full disclosure, Ritholtz Wealth Management has been around a decade. And I said, I really think that we would be able to do a great job for our RIA clients, for our wealth management clients, by having this consulting firm, and they rejected the idea. HAMBURGER: National Financial Partners, right?
The Big Picture
MAY 16, 2023
RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. Josh Brown is the partner at Ritholtz Wealth Management, but for you, I never would have met Josh. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. LINDZON: This is not financial advice. LINDZON: Yes. RITHOLTZ: Right.
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