Followers: 1.07 million
As CEO of Ritholtz Wealth Management, Brown is one of the most widely known RIAs in the country. His prowess on Twitter and his blog has earned him a contributor gig on CNBC, and his often-humorous commentary on markets, politics and his fantasy football team draws thousands of eyeballs.
By December, rate hike decisions are going to be coming directly from the White House, and they’ll be based on golf course anecdotes and whoever spoke to the President last.— Downtown Josh Brown (@ReformedBroker) October 10, 2018
The former CEO of hybrid RIA Protected Investors of America, Dreizler now dispenses practice management tips for RIAs as the head of her own consulting firm, Solutions with Sonya. She also has plenty to say on the future of ESG and SRI investing principles.
“Put your money where your mouth is” was a common phrase in my house growing up.— Sonya Dreizler, CFP® (@SonyaDreizler) August 22, 2018
My brilliant friend @pat_tomaino asks tech companies to do just that by tying diversity & inclusion initiatives to #CEO pay.
👌🏻example of shareholder engagement for racial & gender justice. https://t.co/ZDGqW8Vo4k
Bag Holder scours social media outlets such as Reddit and StockTwits to find the worst of the worst commentary from investors who speculate in dangerous investments. You’ll never be happier that you didn’t put any client money in MoviePass parent Helios & Matheson Analytics, Tesla or bitcoin.
Don’t let the Calvin and Hobbes avatar fool you – Tedeschi has plenty to say about the macro trends that you need to keep an eye on as you craft your asset allocations. As a former economist in the US Department of the Treasury, now working for Evercore, Tedeschi comments on fiscal, monetary and labor policy. Let him keep an eye on the Fed so you don’t have to.
We can, and do, argue about whether the Fed has the right strategy. But the Fed is so crazy that rates are [does math] basically 0% real right now.— Ernie Tedeschi (@ernietedeschi) October 10, 2018
No one knows who Ramp Capital really is (a buy-side analyst perhaps?), and to be honest, it’s funnier that way. The name derives from the semi-joking notion that market activity picks up at 3:30pm, and the account offers hilarious takes on daily market activity. Oh, and lots of memes.
My reactions to the market selloff this week pic.twitter.com/lcOqZHXgxG— Ramp Capital♿️ (@RampCapitalLLC) October 12, 2018
Blair duQuesnay is Ritholtz Wealth Management’s newest advisor, and judging by her honest and unfiltered commentary, it looks as though she will fit right in. Based in New Orleans, duQuesnay often looks beyond the markets in her tweets, touching on daily life and the struggles that the RIA industry is having when it comes to attracting women.
From a local "financial advisor's" website ....— Blair H duQuesnay (@BlairHduQuesnay) September 18, 2018
"the Point & Figure Method"
An industry-defining figure for RIAs, Kitces is a must-read for any advisor interested in comprehensive financial planning, regulation, client relationship management or fintech. Keep an eye out for his annual list of recommended RIA conferences. His referrals often drum up quite a crowd.
SEC claims it wants to reduce confusion, but Form CRS is a confusing quagmire of industry jargon.— MichaelKitces (@MichaelKitces) October 10, 2018
Straight talk is simple. Use clear titles to reflect who's a salesperson & who's an advisor.
Will the SEC step up?
"The SEC Isn’t Giving Us Straight Talk" https://t.co/thCUcaPhvT
Thinking about adding a fund to your model? Kinnel is your main man. As Morningstar’s director of mutual fund research, Kinnel drops 280-character nuggets on the latest trends in mutual funds. It’s not quite the same thing as having Morningstar Direct, but Kinnel’s feed gives you a peek behind the curtain.
T. Rowe Price Real Estate PM David Lee is retiring at year-end. It is the only Gold-rated real-estate fund. https://t.co/VAxkef7rQR— Russ Kinnel (@RussKinnel) September 7, 2018
Created as a homage to a Dave Chappelle skit, Wu-Tang Financial is always good for a laugh. Although some of the jokes and memes might go over your head – it’s geared toward millennials – you’re guaranteed to get something out of a follow… even if the jokes tend to be at the cruder end of the spectrum.
Speaking of millennials, Boneparth is worth a follow if you’re trying to reach a younger client base. He manages $75 million at his own shop, Bone Fide Wealth, which largely caters to millennials making mid six-figures and above. Keep an eye out for links to his blog.
35-year old gent. comes to my office to ask for some career advice. It's my pleasure. He's been at one BD, one mutual company and is now failing a training program at a big bank. Of course, they've all told him to cold call and meet his sales his goals. I told him to not give up.— Douglas A. Boneparth (@dougboneparth) October 4, 2018