Ritholtz Wealth Management

Joshua Brown

Of all the things people are claiming AI will do within finance, this is the most impressive execution I've seen yet. The ability to instantly create a portfolio allocation or manufacture a custom investment product out of thin air merely by speaking it into existence is magical. 

There are boardrooms filled with people in suits coming up with ideas for ETFs. Public just unveiled a machine that makes everyone a portfolio creator, that makes every idea investable (yes, even the bad ones, get over it). No more calculators, no more spreadsheets, no more Google searches. Tell the AI what you want and it formulates a list of holdings, weightings, rankings, etc. Buy it with one touch, like you're buying share of Apple. 

The extra details included - like changing the weightings, clicking into a stock to learn why it was included, etc - are so well thought out. If you haven't seen this demo yet, you're going to be left behind. This is where everything is going. Think about what you would want to build using technology like this because it's about to become ubiquitous. 

Thanks to Jannick Malling and Leif Abraham for showing it to our audience early, only on The Compound

https://lnkd.in/eyk5BR4h

Wait til you see this demo. Legit mind blown. 

https://lnkd.in/eXr7STks

Public Leif Abraham Jannick Malling

Open video: They Just Invented the Agentic AI Brokerage on youtu.be

They Just Invented the Agentic AI Brokerage

Every Tuesday, thousands of people from all across America join Michael Batnick, CFA  and I at 5pm Eastern for the best investing livestream on YouTube. Last week, Ed Yardeni surprised the audience and over 50,000 people tuned in. 

Today’s new episode goes live in just a few hours. There’s a live chat you can be a part of, a mystery chart, new stock ideas and the most important market moving news of the week. 

Find out why The Compound’s YouTube is approaching a quarter of a million followers. Hit this link and subscribe for the alert. 

We’ll see you there. 

https://lnkd.in/eHNKes7n

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The Rudin Group

I am the founder of The Rudin Group, a global wealth marketing firm (since 2008) specializing in creating marketing solutions for multi-family offices, wealth management firms, RIA's, hedge funds, private banks, private equity groups and other financial services firms who want to be visible in the UHNW/HNW space.  Expertise in multi-generational strategy, messaging and customized programs including  compliant content creation, social/digital media and more traditional PR/media marketing to maximize your firm's visibility and thought leadership among current and future UHNW/HNW clients. UHNW/HNW  inbound lead generation expertise.

Founder and CEO

Sandbox Wealth

Advisory Board Member

Willow

First Rate, Inc

Member of the Board of Advisors

Forbes

Contributing Writer

YieldX

Member Of The Board Of Advisors

The Huffington Post

Featured Blogger and Thoughtleader on variety of topics including high net worth marketing, digital/social media, next gen wealth, philanthropy and other related issues.

Wealth/NextGen/Digital Social Blogger

Lefteris Acquisition Corp

Lefteris was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. Although the Company's efforts to identify a prospective business combination opportunity will not be limited to a particular industry, it intends to focus on businesses in the financial technology sector ("FinTech"), with a particular emphasis on businesses providing technology for financial services ("WealthTech"), regulatory and compliance functions ("RegTech"), insurance services ("InsurTech"), wealth and asset management or employee benefits and payroll processing functions.

Independent Director

Mirador, LLC

The WealthTECH Book

Co-Author

CEO - The Rudin Group

As the founder and CEO of The Rudin Group, a global wealth marketing firm, I have been disrupting the financial services marketing landscape since 2008. We specialize in creating customized and compliant marketing solutions for multi-family offices, wealth management firms, private banks, hedge funds, private equity groups, and other financial services firms who want to be visible in the UHNW/HNW space. I have expertise in multi-generational strategy, messaging, content creation, social/digital media, PR/media marketing, and UHNW/HNW inbound lead generation.

My passion for tech, fintech, and nextgen drives me to stay ahead of the curve and anticipate the evolving needs and preferences of current and future UHNW/HNW clients. I leverage my extensive network, industry insights, and thought leadership to help my clients grow their AUM, market share, and brand visibility on digital and mobile platforms. I have been recognized as the #1 online influencer in wealth management by Onalytica and have contributed to several publications and books on financial behavior, wealthtech, and fintech. I also serve as a board member and advisor for several fintech and wealthtech companies.

My book, Wealth Management With A Difference, will be published by Wiley in October 2025. My co-author was Nick Rice on this project.  It is the first book of its kind based on 80+ interviews with global senior leaders in the wealth management industry.

April Rudin

Bill Crager said it best, "I am 'long' financial advisors" at our book launch party 🥳 last night hosted by Brunswick Group in NYC! Alex Yankus 

A-team moderator Claire Obusan Bloomberg and special guest industry legend Bill Crager helped Nick Rice and I properly launch our baby, Wealth Management With A Difference, published by Wiley globally on October 28, 2025 and now #1 on Amazon's Financial Services chart!

Warmly surrounded by friends, colleagues and clients, we felt the ❤️ last night for ourselves but most importantly for an essential industry that we all love: wealth management 

On the brink of seismic transformation, our book provides a playbook for generational, client and business success 🚀🚀

Thank you to everyone who showed up to honor us and an industry that impacts the lives of so many 🥂✨️

Maya Dillon Dipti Kachru Stephanie Luedke, CFA Kirti Naik Kim M. Sharan Lisa M. Shalett Lauren Schy Seidman Anthony Sicoli Adam Harper Ray Denis Kabir Sethi Mary Athridge Karen Weidman Gregory Ben Tanner and great journalists like David Armstrong Michael Thrasher Amey Stone Ian Wenik John Manganaro...

LinkedIn won't let me tag 100 people but thank you to everyone who's given their time and thoughts to move our industry forward!! 🥳🙏✔️ The Rudin Group

And a special thank you to Nick Rice 🥰😘 We did it!!

CEO-The Rudin Group | Author, Wealth Management With A Difference (Wiley, October 2025) Forbes Contributor| Board Member | Global U/HNW Marketing Strategy Firm -Wealth Management, Asset Management, Wealthtech Marketing

Thanks to everyone who came last week to help us launch our book Wealth Management With A Difference published by Wiley in style Brunswick Group offices Alex Yankus Matt Kozar 

Great panel moderated by Bloomberg Claire Obusan and guest speaker industry legend Bill Crager! Nick Rice

Available on Amazon --> https://lnkd.in/eJWYdk6w

Great takeaways from Financial Times Professional Wealth Management (PWM) Global Wealth Management Summit and Private Banking awards in this video hosted by Ali Al-Enazi and including Malik Sarwar and Alois Pirker Pirker Partners Petronella West Christian Nolting Hassan S. Yuri Bender Elisa Battaglia Trovato

Conversation included topics like (AI - of course) but the moral leadership alongside it, opportunities with female investors and technology has become the essential element in fueling wealth management's ability to keep up with increasing demand for advice. Phil Watson

Open article: The Debrief: Global Wealth Management Summit 2025 by pwmnet.com

The Debrief: Global Wealth Management Summit 2025

A big thanks to Bill Crager co-founder of Envestnet and founding partner of iAltA, for grounding the conversation on the future of wealth management for our book launch, Wealth Management With A Difference, published by Wiley and available on Amazon.

And thank you to John Manganaro ThinkAdvisor for this feature illustrating the need for a book like ours.

"Beyond retirement, they’ll want help managing taxes, meeting the cost of health care and education, facing the challenges presented by simultaneous caregiving for older parents and young children, and estate and inheritance issues. The range of skill sets demands more team-based approaches and the use of third-party experts and technology platforms to get the job done.

This is the way Bill Crager, the co-founder and former CEO of Envestnet, views the immediate and longer-term future of wealth management. He detailed his perspective during a recent panel discussion in New York, hosted by Bloomberg’s Claire Obusan, held to mark the recent publication of a book by April Rudin, the wealth management marketing and strategy expert The Rudin Group, co-written with Nick Rice, director of the Brunswick Group."

Chris Perry Dipti Kachru Alex Yankus Maya Dillon Racquel Oden Adam Harper Kim M. Sharan Janet Purdy Levaux, MBA/MA  Kim M. Sharan Doris Meister

Open article: The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill Crager by thinkadvisor.com

The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill Crager

Sharing one of my favorite quotes! 

Thanksgiving needn't be a day or an American holiday.

Happy Thanksgiving every day! 🍁🍂🙏🌏♥️

Let's talk turkey! 

It's about time for long, dull white papers to go and be replaced by shorter, more visually-first content that tells a story!

"There was a time when a 5,000-word white paper would be a welcome addition to the desk or inbox of a chief investment officer, offering managers a chance to showcase investment research and potentially win business.

These days, however, lengthy screeds are just as likely to end up in the trash as they are to spark interest, marketing heads and investment professionals told FundFire."

Thank you FundFire Bridget Hickey Matthew Soifer, CFA Dominica Ribeiro   Jonathan Grabel Chad Jacobs, CAIA!!!

Lindsay Christianson Visual Capitalist Nick Rice Kerry Ryan, CPWA® Elaine Villas-Obusan Henry Detering Cate Sanders Jeremy Crean Rebecca Mooney Emily Chasan Wendy Mock

Open article: The End of the White Paper? Managers Rethink Content Delivery by fundfire.com

The End of the White Paper? Managers Rethink Content Delivery

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Joshua Brown

April Rudin

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The Battle

Joshua Brown

April Rudin

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Joshua Brown's LinkedIn Performance

Performance ScoreApril Rudin's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJoshua Brown's LinkedIn Performance