Spent three incredible days with the people solving the biggest problems in the RIA space. 130+ peo...
Look at Ramp promoting their early team who proved themselves vs their competitors, bringing in senior execs who churned one after another
Schwab just made tax-managed Long Short SMAs a $10 million product. Starting September 16, the floo...
August was Vise’s biggest month ever. In just a few weeks, we added more net new AUM than we did in...
Jason has been an inspiration to me ever since he started Altruist — he’s helped both Vise and I gro...
Most wealth platforms ship a feature list once a year and announce it at a conference. Starting tod...
Heading to Future Proof next month. The best part of these is never the agenda. It's the advisor wh...
Aspen was one of the best rooms we have put together. Napa is going to be better. Commenting on pos...
All of these wise thoughts that I take complete credit for are true! ;) Give the recent podcast ep...
We just put a $20 billion asset manager's strategies in the hands of every advisor. We're excited t...
I couldn’t be more excited to invest and support Ferdinand Dabitz in building Augustus. The traditi...