This week, I ventured to the wide open spaces of Colorado to discover how advisors at the 2018 SRI Conference were feeling about this year’s developments and next year’s outlook.
On The Road
Isaiah Green reports back from the 2018 Schwab IMPACT conference in Washington DC.
This week, I returned to my alma mater in Connecticut to chat with an RIA about its latest platform changes. Then I hopped on a plane to sunny California, where two rapidly expanding firms filled me in on their latest strategy and management moves.
This week, I simply slipped out of our midtown office onto the bustling streets of New York to catch up with two of the Big Apple’s RIAs.
This week, I continue my trip to Maryland, catching up with some familiar faces in the RIA world, and report back from the Sustainable Investing Conference at the United Nations in New York.
This week, I headed to a very hot and humid Hunt Valley, Maryland, to meet with RIAs and discover what’s on their research radar, while getting to know the ins and outs of some of the Old Line State’s wealth managers.
This week, I headed to Seattle to talk to RIAs about their firms’ investment philosophies, and then dropped in on some of the Garden State’s finest financial advisors.
Popular Twitter personality and former ThirtyNorth Investments executive Blair duQuesnay recently joined Ritholtz Wealth Management. Courtney McQuade caught up with her to find out more.
Isaiah Green travels west to meet with top allocators at RIAs in Los Angeles and San Francisco, talking platforms and portfolios.
Nothing beats shoe leather for getting to know an audience. Here’s what Isaiah Green’s epic road trip taught him about the RIA world.