This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Related: Ex-Raymond James Affiliate Alcyon Wealth Goes Independent About the Author Alex Ortolani Senior Reporter, WealthManagement.com Alex Ortolani is a New York-based senior reporter with WealthManagement.com with a focus on deals, moves and trends in the registered investment advisor space. The Bahnsen Group Names President, CFO $7.5B
RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B
awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealthmanagement with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. theblock.co) iCapital is buying AltExchange.
My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealthmanagement industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We now Pontera).
North American securities regulators are most concerned with financial scams tied to digital assets, social media apps, and AI-driven marketing campaigns.
Related: The Diamond Podcast for Financial Advisors: Doug Fritz on AI, Strategy and the Future of WealthManagement We are in the process of moving over to Orion’s portal system. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Podcasts Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media. podcasts.apple.com) Brett McKay talks with Daniel Crosby author of "The Soul of Wealth: 50 Reflections on Money and Meaning."
sethlevine.com) Venture capital firm General Catalyst has launched its own wealthmanagement operation, GC Wealth. (fa-mag.com) abnormalreturns.com) Mixed media The reasons behind the global decline in 'coupling.' (ofdollarsanddata.com) Joe Wiggins, "A key element of behaviour change is shifting incentives."
Vox ) see also Manage the Noise : You can architect your media diet, who and what you pay attention to, frame the news flow appropriately, and simply make better decisions. ( Your brain isn’t what it used to be. ( When it might help and when it won’t — in any case, don’t vape or smoke it.
sherwood.news) Asset management Asset managers are seeing falling profitability. institutionalinvestor.com) Goldman Sachs' ($GS) asset and wealthmanagement division saw a boost in revenue. obliviousinvestor.com) Not a lot of fund managers brag about their losses. ft.com) Are total bond funds still a thing?
wsj.com) Money managementWealthmanagement is a growth business. newsletter.abnormalreturns.com) Mixed media The Pat McAfee experience has come to ESPN. (quietwealth.com) Equities Small value stocks are even cheaper than normal. blog.validea.com) China's stock market is cheap, but is it investable?
riabiz.com) Goldman Sachs ($GS) is offering wealthmanagement clients access to Stripe shares. kitces.com) Clients, and potential clients, are awash in bad financial information on social media. (proudmouth.com) The biz It's hard to overstate how big a deal the TDA to Schwab ($SCHW) transition is.
In addition to serving as Chairman and Chief Investment Officer of Ritholtz WealthManagement, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business. The post Stand Up with Pete!
Tune in for a deep dive into the financial markets with Barry, who reveals how his background in behavioral finance and his fearless approach when launching his blog, the “Big Picture,” earned him the reputation as “one of the most dangerous people in financial media.” Recorded August 8th, 2023.
We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz WealthManagement, a financial planning firm with $5.6 billion in assets under management.
Barry Ritholtz, Ritholtz WealthManagement Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses global shocks impacting market volatility (Source: Bloomberg). Hard for an Individual to Beat the Collective. Source: Bloomberg.
What's unique about Sebastian, though, is how his firm has implemented a financial planning quality control system, where a dedicated team member touches base with clients immediately after their meeting with an advisor, often before the client even leaves the office, to ensure that clients are receiving a high level of service, get feedback on where (..)
youtube.com) Peter Lazaroff talks with Sara Gelsheimer, Senior WealthManager at Plancorp, about the unique planning needs for women who are primary breadwinners. peterlazaroff.com) Retirement Why the media loves to tout a looming 'retirement crisis.' morningstar.com) The best thing to have in retirement is optionality.
Crypto How spot Bitcoin ETFs are managed in real life. davenadig.substack.com) Wealthmanagement firm Cetera Financial Group has approved four spot Bitcoin ETFs. newsletter.abnormalreturns.com) Mixed media 40 lessons at age 40 including 'Life advice is like clothing.' Then check out our weekly e-mail newsletter.
Barry Ritholtz, Ritholtz WealthManagement Chairman and CIO & “Masters in Business” Bloomberg Radio & Podcast Host, says he looks at the sell-off in the first half of 2022 as a “cyclical bear within a longer secular bull.” ” Cyclical Bear Within a Secular Bull: Ritholtz.
bloomberg.com) Why banks love the wealthmanagement business. newsletter.abnormalreturns.com) Mixed media The AllTrails app continues to work for hikers. (behaviouralinvestment.com) International diversification is no panacea, but what's the alternative? wsj.com) AI You can now use ChatGPT without a login. wsj.com)
Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts. Read More.
Barry Ritholtz, Ritholtz WealthManagement Chairman and CIO & “Masters in Business” host, discusses investing in a volatile market and the probability the Fed causes a recession. Risk, Reward Two Sides of Same Coin, says Ritholtz. ?. Source: Bloomberg , July 19th, 2022.
variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealthmanagement. newsletter.abnormalreturns.com) Mixed media Why did Amazon ($AMZN) kill Amazon Smile? (savantwealth.com) Streaming Where Netflix ($NFLX) stands going into the post-Reed Hastings era. on.ft.com) The CPA shortage is real.
Barry Ritholtz, Ritholtz WealthManagement Chairman and CIO & “Masters in Business” host, discusses recession risk and inversion of the 2-year/10-year curve. US Economy Facing Growth Recession. ?. Source: Bloomberg , August 9th, 2022. See also : Blame Election Deniers for Faltering Consumer Sentiment. by Matthew A.
Barry Ritholtz, Ritholtz WealthManagement Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, told Kailey Leinz and Matt Miller Wall Street is savvier than the Fed when it comes to the realities of inflation. Ritholtz said this Wednesday morning on “Bloomberg Surveillance.”
thebasispoint.com) First Republic ($FRC) has seen a wealthmanagement staff exodus. newsletter.abnormalreturns.com) Mixed media James Corden's exit is a sign of bigger woes in late night television. (neckar.substack.com) First Republic First Republic ($FRC) is the definition of a 'zombie bank.'
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: WealthManagement GPT has launched as one of the first standalone AI writing tools for financial advisors, distinguishing itself from other tools that are integrated within already-existing AdvisorTech tools (which raises questions (..)
Barry Ritholtz, Ritholtz WealthManagement Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses crypto contagion and the volatile price swings in bitcoin. Yield Hogs Are Always Problematic. ?. ? ?. Source: Bloomberg.
PC Mag ) • BuzzFeed’s Jonah Peretti and Gawker’s Nick Denton on why the 2010s digital media boom went bust : A conversation with two media pioneers — plus Ben Smith, whose new book chronicles their rise and fall. ( What’s at stake as companies fight back.
Getting advisors on board with building a social media presence will help leverage authenticity, grow thought leadership, ensure compliance and get to know clients on a new level.
Barry Ritholtz, Ritholtz WealthManagement Chairman and CIO & “Masters in Business” host, discusses risk-reward and the less liquid aspects of the market: “I’m reminded of the words of the great investor, Groucho Marx, who said ‘ I don’t want to be a member of any club that would have me.”.
Rising valuations and growing opportunities for media rights and sponsorships make professional sports teams an attractive bet. However, data on how these investments will work in the long term remains scarce.
Before joining Betterment, Kirshbaum Levy was chief operating officer of Viacom Media Networks, where she oversaw global strategy, finance and operations. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content