We’re thrilled to announce Dan Bolton as our new Head of Marketing! 🎉 Dan brings extensive wealthech marketing expertise, having played a pivotal role in driving strategy, elevating brand presence, and delivering standout events during his time at Nitrogen.

After eight incredible years at Nitrogen, I'm excited to share I've joined Wealth.com as Head of Marketing. Grateful for my time at Nitrogen and can't wait to help redefine estate planning with the Wealth.com team! 🚀

📊 NEWS: SURVEY 📊 Orion WealthTech has unveiled the results of its third annual Advisor Wealthtech Survey and inaugural Investor Survey during CEO Natalie Wolfsen’s opening keynote at the #OrionAscent conference in Orlando. businesswire.com/news/home/2025…

🔥 New Episode of PRess Play🔥 Elena Krasnow and Jimmy Moock are joined by Jen Wing, chief investment officer GeoWealth Is The Advisor's TAMP, to discuss her incredible career journey & how her dedication to innovation and inclusion is shaping GeoWealth’s next chapter. youtu.be/iTY-86dBuFQ

StreetCred PR Jimmy Moock Jen Wing GeoWealth Is The Advisor's TAMP Jen you are an absolute delight. Thank you so much for taking the time, we LOVED this conversation!!

Charlie Munger famously said, "Avoid stupidity, it's easier than seeking brilliance." And that's what investor Barry Ritholtz's new book is all about–avoiding bad ideas, numbers, and behaviors. Here are 10 key lessons from "How NOT To Invest":

Ritholtz Execs Launch Chart Platform for Advisors Michael Batnick, managing partner and director of research at RWM, is leading the venture as CEO. Matt Cerminaro, a research associate at RWM, is chief product officer of Exhibit A. Read more >> spr.ly/60100d0Fq

On this episode of Live from The Compound, Downtown Josh Brown Josh Brown is joined by Barry Barry Ritholtz, Co-founder and Chairman of Ritholtz Management to discuss his new book release "How Not to Invest"📚🔥🆕 ⏯️youtube.com/watch?v=Pq5smU…

So pumped for Matt and the team. Let's go!!!

Let's go!!!

🔥 New Episode of PRess Play🔥 Elena Krasnow and Jimmy Moock are joined by the unstoppable joanne bradford, chief money officer of Domain Money. Joanne takes us on an inspiring journey through her impressive career, from her time at Microsoft, SoFi and Pinterest to present day. 🎧:

MAI Capital Management expands its sports & entertainment division, adding Jon Hayes & Tim Hightower from Constellation Sports Council. $280M in AUM transitions, enhancing services for athlete clients. hubs.la/Q03fl8040

MAI Capital has brought on board the practice of two Cincinnati investment advisers focused on sports and entertainment clients. bizjournals.com/cleveland/news…

🤝NEWS: PARTNERSHIP🤝 RISR has announced its partnership with Integrated Partners, empowering Integrated's advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners. businesswire.com/news/home/2025…

🔥 🚵🏻 ICMYI: In this episode of PRess Play: The StreetCred PR Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Ryan VanGorder, CEO of Opto Investments. Ryan takes us on an exciting ride, detailing his experiences adventure racing around the world and reflecting on his 20+

Hey folks! Some news!

I heard every segment is going to focus on the fundamentals of playing defense.

🔥NEWS🔥 Arch has announced its client advisory board. Their insights will ensure Arch remains relentlessly client-first, with the goal of becoming the technology company most attuned to and responsive to the needs of private investors. businesswire.com/news/home/2025…

Coming up on the MiB podcast, the one and only Morgan Housel, on the art of spending money, and the difference between happiness and contentment

455 feet 117.2 MPH This is the definition of a SCHWARBOMB 😮