Rivals Question Betterment’s New 401(k) Platform
Betterment's robo-advisory platform is raising questions in the 401(k) plan industry ranging from the use of ETFs to compliance with DOL’s QDIA disclosure requirements.
Why Barry Ritholtz Went Robo
The CIO and blogger talks to ThinkAdvisor about his firm's robo-platform, Liftoff, and why he'd wish for a market crash if he were a millennial.
What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.
Josh Brown: Tapping Social Media’s ‘Stratospheric’ Potential
The Reformed Broker blogger and Ritholtz Wealth Management CEO has a few tips to be "devastatingly effective" on social media.
The Right Hedge for Retirement: Annuities
A look at hedge funds and annuities.
Josh Brown, Blogging’s Bomb Thrower: The 2014 IA 25 Profile
Many enthusiastic bloggers fall by the wayside, but not New York-based financial blogger par excellence, Josh Brown.
10 Most Influential Advisors on Social Media: BrightScope
These advisors “are models of how to use social media to grow a successful advisory business and a personal brand in the marketplace,” says BrightScope.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Reformed Broker on New Ritholtz Firm: Our Blogging Is Research
Two of the most hypercaffeinated financial commentators plan to keep on blogging even as they staff up with CFPs for more intimate client involvement.