On the Road: Going green in NYC
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.
On The Road
On the Road: Meeting Maryland's mavens (again)
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.
On the Road: Catch up with Maryland's mavens
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.
On the Road: Meeting RIAs in Seattle and New Jersey
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.
‘It was the final nudge I needed’: Why Blair duQuesnay joined Ritholtz
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.
On the Road: Top RIAs in San Francisco Bay (and beyond)
Isaiah Green travels west to meet with top allocators at RIAs in Los Angeles and San Francisco, talking platforms and portfolios.
Lakes, linebackers and lots of coffee! On the road with RIAs
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.