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2020 Innovator: Brian Hamburger
YOUR PRACTICE PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Brian Hamburger

MarketCounsel, Founder, President & CEO

2020 Innovator: Barry Ritholtz
YOUR PRACTICE PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Barry Ritholtz

Ritholtz Wealth Management, Founder, Chair and Chief Investment Officer

SEC obtains judgment against $4 million Ponzi schemer
NEWS REGULATION AND LEGISLATION FEB 22, 2021
SEC obtains judgment against $4 million Ponzi schemer

Former adviser James Booth also pleads guilty in criminal case.

2020 Innovator: Alan Moore
YOUR PRACTICE PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Alan Moore

XY Planning Network, CEO and Co-founder

2020 Innovator: Aaron Klein
YOUR PRACTICE PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Aaron Klein

Riskalyze, CEO and Co-founder

THE INVESTMENTNEWS PODCAST FEB 22, 2021
Ariel Alternatives seeks to close the racial wealth gap, plus a dive into HSAs

Les Brun, Co-Founder of Ariel Alternatives, shares his vision for "Project Black," the firm's initiative to invest in middle-market companies to scale the number of minority owned businesses.

2020 Icon: Judson Bergman
YOUR PRACTICE PRACTICE MANAGEMENT FEB 22, 2021
2020 Icon: Judson Bergman

Envestnet, Founder

Adviser managing $315 million at Wells Fargo goes indie with LPL
NEWS BROKER DEALERS FEB 22, 2021
Adviser managing $315 million at Wells Fargo goes indie with LPL

Richard Pakes starts CVG Wealth Management in Santa Barbara, California

Adapting advisers’ marketing to a new era
NEWS OPINION FEB 22, 2021
Adapting advisers’ marketing to a new era

New regulations and the changing technological and media landscape raise many vexing and interrelated questions for advisers, their firms and the investing public.

Larry Kudlow joins The Bahnsen Group as an adviser
NEWS RIAS FEB 19, 2021
Larry Kudlow joins The Bahnsen Group as an adviser

Firm head and former Trump economic adviser share ‘love of free markets’