ritholtz wealth managment

Advisor Upside

Anthropic Moves Deeper into Financial Services with Claude for Advisors

Photo via VCG/Newscom

The AI developer is increasingly positioning Claude as infrastructure for the financial services industry.

2 min read

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Advisor Upside

Josh Brown’s Porterhouse Bets Financial Planning Becomes Table Stakes

The new separately managed account is exclusive to Ritholtz clients, putting a significant emphasis on investment strategy.

1 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Ritholtz Wealth Files for First ETF

The 351 exchange fund would maintain equity exposure during sustained market uptrends and become defensive during downtrends.

1 min read

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