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Articles tagged "Josh Brown"


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Matt Middleton: We're still met with a skeptical lens.

Future Proof 2023 weathered a rare LA rainstorm and a shower of 'skepticism,' but grew by two hotels, 109 sponsors, 1,200 attendees and 16,000 micro-meetings -- and it's only the beginning

The hard-to-pigeonhole 'wealth' super event in Los Angeles evolved and is still on track for 10,000 attendees in 2025; a Future Proof branded event in the Colorado Rockies is set for March.

September 23, 2023 at 2:34 AM

Josh Brown [right] with Jay Tini: We're not stopping.

Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox

The dynamic New York City super-blogger duo now have a $2.8 billion AUM RIA and a 'massive fanbase' to cultivate, but they also foresee a need to rein in and retain

November 22, 2022 at 2:38 AM

Josh Brown: Weather-wise, we definitely took a risk, but the risk paid off.

Future Proof spent 'millions' and got a 'gazillion permits' in 2022 and the VC-backed 'Reformed Broker's' festivus is on track for 10,000 attendees by 2025

The RIA 'festival' kept sessions short, mingling high, ages low and older folks amazed, as the weather cooperated and Josh Brown proved how far a blogger can go.

September 21, 2022 at 1:55 AM

Matt Middleton: We took this as a multi-year journey. We wanted not to be beholden. We're not going to get steamrollered.

Future Proof bursts onto the RIA event scene by taking over four big hotels and a half-mile of beachfront without the taint of 'pay-to-play' speaker slots

With Matt Middleton and other ex-Informa guys as masterminds and Josh Brown and Barry Ritholtz providing muscle, the confab's aspiration is to be the Envestnet of RIA events.

October 20, 2021 at 2:24 PM

John Swolfs: Event-focused organizations around the world are trying to hold their events in the most timely and effective manner that they are able. Inside ETFs and the rest of the financial event industry are all looking forward to having more flexibility after Covid has passed.

Oisín's Bits: With COVID-19 spiking in 27 states, RIA events like Wealth/Stack fight for late 2020 conference slots • Black Diamond taps startup Canoe for alternatives reporting • DOL quantifies RIA numbers

The InsideETFs event will compete with InvestWest for coveted late 2020 date, but without Josh Brown's stardust • SS&C's move follows Addepar advance and will include Advent products• The DoL sees net gains in RIAs of about 300 a year

July 8, 2020 at 2:23 AM

Joe Duran (with interviewer Josh Brown): You (RIAs) have no distinct offering that makes people want to go to you.

Peter Mallouk and Joe Duran described the RIA business like they were from two separate planets, spinning heads at WealthStack

The Creative Planning CEO sees green pastures but for the United Capital manager 'the golden era is over' with Goldman Sachs there to pick up the pieces

September 12, 2019 at 3:00 AM

Josh Brown: The majority of conferences are staged by journalistic enterprises, custodian brokerages, professional organizations, asset management firms or software companies. This is going to have a program created by advisors

Josh Brown launches by-and-for RIA event, Wealth/Stack, in Arizona but with pay-to-speak slots for sponsors

With partner Barry Ritholtz, he frontlines a technology-leaning gathering in Scottsdale but Inside ETFs owns/runs the event and vendors will gain their customary influence

March 26, 2019 at 12:02 AM

Michael Kitces: If we’re going to criticize the conflicts of interest of “the other guys” for their back-end commissions, we have to acknowledge how that misalignment in our custodial agreements can create similar conflicts of interest for us (that we should want to eliminate, too) …"

Twitter war pits Josh 'Downtown' Brown against Michael Kitces over hush-hush issue: Do RIA custodians face Merrill-Lynch style conflicts over advisor custody fees?

Brown criticizes Merrill Lynch for moving cash out of money market accounts into banks; Kitces says RIAs are complicit in something just as bad

August 29, 2018 at 1:49 AM

Blair duQuesnay, like Josh Brown, paid her dues on Wall Street.

Reformed Broker RIA makes hire to turn his $825-million-AUM firm into a blog incubator with a not-unneeded feminine touch

Ritholtz Wealth's Josh Brown hires estimable Blair duQuesnay, a reformed UBS broker who brings her own online presence

June 8, 2018 at 2:37 AM

Mike Alfred (l. pictured with with brothers Ryan and Eddie): There's no Schwab or Fidelity. Go beyond CoinBase and it's the frickin' Wild West.

Mike Alfred also exits BrightScope to follow brother Ryan into cryptocurrency sphere

With Mark Casady and Josh Brown as backers, the former BrightScope CEO raised a quick $1.5 million over the weekend, partnered with a third Alfred -- Eddie -- and set about casting light on 1,000 cryptocurrencies for hedge funds

January 24, 2018 at 4:13 AM

Don Phillips: The Journal's article adopts the free-drink mindset, only in reverse.

How Morningstar got in the last word after The Wall Street Journal dropped a year-in-the-making investigative piece on the fund tracker's head

Don Phillips used Chicago street talk and wielded research muscle to hit the Dow Jones newspaper high and low

December 19, 2017 at 8:12 PM

Kunal Kapoor: This is a future of advice conference.

Jack Bogle's ICI grumbles and Kunal Kapoor's 'future' mode make Morningstar's 2017 conference sparkle with an uber relevance

The Vanguard founder made a dig at ICI and the Morningstar CEO put RIA bloggers on even agenda-slot footing with BlackRock CEO and IBM's Sironi

May 4, 2017 at 3:17 AM

Deborah Fuhr talked SPIVA, short-hand for ETF indexing kicking active management tail end.

Amid papal euphoria, a bullish ETF event at NYC's Conrad Hotel where pros plot the next few trillion of assets

Tom Lydon's fundfest had everything from Deb Fuhr's dry intellectualism to Josh Brown's New Yok F-Bombs, with all the Powershares, BlackRock iShares, State Street power players represented

September 26, 2015 at 7:42 PM

Eric Clarke [far l.] listens raptly as Simon Roy [far r.] touts Jemstep, then inks a deal with him over cocktails. Also pictured: Trizic founder Brad Matthews and Upside user, 'Downtown' Josh Brown

Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce

The Nebraska-based conventional provider and the Silicon Valley whiz-bang, with Salesforce and TD Ameritrade as common bonds, found it easy to partner with each other

April 22, 2015 at 1:40 PM

Advisors found ample room to spread out at a packed event.

New marching orders issued at TD Ameritrade's conference in San Diego: Don't join'em, beat'em!

TD touted its robo hookups and Tom Nally proclaimed RIAs are thisclose to overtaking wirehouses at the standing-room-only, come-as-you-are confab

February 2, 2015 at 5:21 AM

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