Articles from Ritholtz Wealth Management

Ritholtz, a national RIA overseeing more than $7.6 billion in assets for high-net-worth clients and institutions, today announces the rollout of an employee-led succession plan designed to preserve the firm’s independence, support continuity and increase ownership among the people that are building it. This transition—which has expanded the ranks of shareholders to include co-founders, financial advisors and key personnel—has been in the works for the past decade.

Ritholtz Wealth Management (“RWM”), a national RIA overseeing more than $5 billion in assets for high-net-worth clients and institutions, is proud to announce the opening of its new Chicago office. Located at The Salt Shed, a multi-purpose creative hub alongside the riverfront in the heart of the city’s Salt District, the new location captures the intersection of finance, culture and community — hallmarks of both Chicago and the firm itself. The new office marks an important chapter in RWM’s continued growth, as well as its ongoing mission to bring thoughtful, high-impact financial advice to clients across the country.

Today marks the official launch of Exhibit A, a platform designed to improve client engagement and decision-making via visually compelling charts and accompanying context. Conceptualized and launched through executives from Ritholtz Wealth Management (RWM), a registered investment advisor (RIA) managing over $5 billion in assets for high-net-worth clients and institutions, Exhibit A extends RWM’s expertise to other RIAs and financial advisors, aimed at fostering deeper client relationships.

FINNY AI Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced that “Downtown” Josh Brown, chief executive officer (CEO) of Ritholtz Wealth Management, has personally invested in the company and joined its advisory board. In this capacity, Brown will provide insights that help steer FINNY’s product roadmap, supporting continuous improvements to meet the evolving prospecting and marketing needs of financial advisors.

There are secret ways of seeing the world of finance that every investor should know. Overlooked things that tip the balance from failure to success. Hidden truths that make the critical difference between understanding the world and being dangerously naive. And surprising realities that determine whether or not you and your family are on the path to generational wealth.

Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the hiring of Callie Cox as chief market strategist. A reporter turned investment analyst with more than a decade of experience studying and working in markets, Cox will operate out of the firm’s new Charlotte office and will join its investment committee. In the newly created role, she will collaborate with RWM’s team of financial advisors and lead communications on the firm’s investment strategy to its audience of clients and prospects.

Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in the Manhattan Beach neighborhood of Los Angeles, California. Building upon the recent opening of the firm’s Charlotte, North Carolina office, this latest expansion underscores the appeal of RWM’s sophisticated yet straightforward approach to financial planning and asset management.

Ritholtz Wealth Management (RWM) and WisdomTree (NASDAQ:WETF) today announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure to cryptoassets. The Index has been licensed to Onramp Invest and is available for financial advisors using the Onramp technology platform to manage separate accounts of clients.

Ritholtz Wealth Management (RWM), a Registered Investment Adviser (RIA) with $2.8 Billion in client assets under management*, today announced the hiring of Jay Tini as President. In the newly created role, Tini will support the overall business and the founding partners: Josh Brown, CEO; Barry Ritholtz, Chairman and Chief Investment Officer; Kris Venne, CFP®, Managing Partner; and Michael Batnick, CFA®, Managing Partner.