RWM

Ritholtz Wealth Management Expands National Presence with Opening of New Los Angeles Office

Retrieved on: 
Lunedì, Aprile 22, 2024

Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in the Manhattan Beach neighborhood of Los Angeles, California.

Key Points: 
  • Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in the Manhattan Beach neighborhood of Los Angeles, California.
  • Building upon the recent opening of the firm’s Charlotte, North Carolina office, this latest expansion underscores the appeal of RWM’s sophisticated yet straightforward approach to financial planning and asset management.
  • Leading RWM’s new Los Angeles office is senior advisor Michelle Katzen , CFP®, CDFA®, who brings 15 years of financial services experience.
  • With over a decade spent serving clients, her background also includes stints at Toyota Financial Services, Union Bank and UBS.

Sims Metal among 370+ exhibitors at the Resource & Waste Management Expo

Retrieved on: 
Martedì, Settembre 12, 2023

Sims Metal , a global leader in metal recycling, today announced that the company will be joining a list of more than 370 exhibitors at the Resource & Waste Management Expo (RWM) , a part of Environmental Services & Solutions Expo , 13-14 September 2023.

Key Points: 
  • Sims Metal , a global leader in metal recycling, today announced that the company will be joining a list of more than 370 exhibitors at the Resource & Waste Management Expo (RWM) , a part of Environmental Services & Solutions Expo , 13-14 September 2023.
  • For more than 100 years, Sims Metal has helped businesses that generate obsolete industrial metal accomplish their carbon reduction targets, reduce their environmental impact, and achieve their corporate responsibility goals.
  • “We are excited to exhibit at RWM for the second consecutive year and speak with attendees about all the metal recycling solutions we can provide for the waste management industry,” said Peter Lunn, UK business development manager, at Sims Metal.
  • For more information on Sims Metal and its metal recycling solutions, visit www.simsmm.co.uk .

Interactive Brokers Launches Overnight Trading Hours for US ETFs

Retrieved on: 
Lunedì, Novembre 21, 2022

Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, today announced the launch of Overnight Trading Hours on the IBKR Eos ATS (IBEOS), enabling clients to trade select US ETFs 23 hours a day, five days a week.

Key Points: 
  • Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, today announced the launch of Overnight Trading Hours on the IBKR Eos ATS (IBEOS), enabling clients to trade select US ETFs 23 hours a day, five days a week.
  • In addition, Overnight Trading Hours on IBEOS will also benefit Interactive Brokers Asian clients seeking access to US Equity Markets during their trading day.
  • Any trades occurring during Overnight Trading Hours will be settled on schedule as if they had occurred during the next US stock regular trading hours session.
  • All clients with US Stock trading permission will have access to Overnight Trading on IBEOS and can take advantage of multiple order types and free overnight market data.

Ritholtz Wealth Management Appoints Industry Veteran Jay Tini as President

Retrieved on: 
Giovedì, Novembre 17, 2022

Ritholtz Wealth Management (RWM), a Registered Investment Adviser (RIA) with $2.8 Billion in client assets under management*, today announced the hiring of Jay Tini as President.

Key Points: 
  • Ritholtz Wealth Management (RWM), a Registered Investment Adviser (RIA) with $2.8 Billion in client assets under management*, today announced the hiring of Jay Tini as President.
  • View the full release here: https://www.businesswire.com/news/home/20221117005925/en/
    Jay Tini joins Ritholtz Wealth Management as its new President after 11 years at Vanguard.
  • No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place.
  • Ritholtz Wealth Management manages its clients accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary.

Perma-Fix Among Three Suppliers Awarded Four-Year Framework Contract Worth up to £41 Million for the Treatment and Conditioning of Radioactive Waste in the UK

Retrieved on: 
Lunedì, Luglio 11, 2022

Mark Duff, President and CEO of the Company, commented, Perma-Fix is thrilled to receive the award of this Framework Contract by the UK governments Nuclear Waste Services, with a total value of up to 41 million across three suppliers for the treatment and conditioning of radioactive waste.

Key Points: 
  • Mark Duff, President and CEO of the Company, commented, Perma-Fix is thrilled to receive the award of this Framework Contract by the UK governments Nuclear Waste Services, with a total value of up to 41 million across three suppliers for the treatment and conditioning of radioactive waste.
  • Nuclear Waste Services brings together the UKs leading nuclear waste management capabilities.
  • Nuclear Waste Services is integral to this environmental clean-up mission, as we work to provide permanent answers to our countrys nuclear waste.
  • The Company operates four nuclear waste treatment facilities and provides nuclear services at DOE, DOD, and commercial facilities, nationwide.

SmartRIA® Announces Strategic Investment from The Compound Capital Fund I, LP

Retrieved on: 
Martedì, Giugno 21, 2022

SmartRIA , a powerful, easy-to-use cloud-based software solution designed to meet the specialized compliance management needs of investment advisors, compliance teams, operations teams, consultants, and attorneys, today announced a strategic investment from The Compound Capital Fund I, LP ("Fund").

Key Points: 
  • SmartRIA , a powerful, easy-to-use cloud-based software solution designed to meet the specialized compliance management needs of investment advisors, compliance teams, operations teams, consultants, and attorneys, today announced a strategic investment from The Compound Capital Fund I, LP ("Fund").
  • The Compound Capital Fund I, LP, managed by AngelList Advisors, LLC, invests directly in technology companies serving Registered Investment Advisors (RIAs).
  • Michael Batnick , CFA, RWM's Managing Partner, is the Fund Lead for The Compound Capital Fund I, LP.
  • This collaboration between SmartRIA and Ritholtz Wealth Management will drive innovation in the wealth management industry by combining RWM's investment management expertise with SmartRIA's innovative compliance technology.

CasterDepot-Phoenix relocates to 4625 West McDowell Road

Retrieved on: 
Martedì, Febbraio 8, 2022

The acquisition of TTC introduces CasterDepot's award-winning culture and business practices to the southwest United States.

Key Points: 
  • The acquisition of TTC introduces CasterDepot's award-winning culture and business practices to the southwest United States.
  • CasterDepot is widely recognized for its caster expertise and for making the surprisingly complex world of casters easy.
  • CasterDepot's commitment to providing fast, reliable service is evidenced in the recent decision to upgrade from the old TTC facilities.
  • The new location (4625 West McDowell Road, Phoenix) was chosen for its accessibility, functionality and ability to serve as a regional distribution center.

Award-winning caster and wheel company expands into Arizona

Retrieved on: 
Martedì, Gennaio 25, 2022

Over the past 40+ years, TTC has built an impressive client base and earned a reputation as one of the premier caster distributors in Arizona.

Key Points: 
  • Over the past 40+ years, TTC has built an impressive client base and earned a reputation as one of the premier caster distributors in Arizona.
  • The acquisition of TTC expands CasterDepot's award-winning culture and business practices into the southwest United States.
  • CasterDepot is widely recognized for its caster expertise and for making the surprisingly complex world of casters easy.
  • They are widely known in the caster community as a company that cares and does things right."

WisdomTree Launches Diversified Crypto Exposures in the U.S. and Europe

Retrieved on: 
Venerdì, Dicembre 3, 2021

The RWM WisdomTree Crypto Index seeks to provide exposure to crypto assets from a thematic point of view with broad and diversified exposure to different crypto assets.

Key Points: 
  • The RWM WisdomTree Crypto Index seeks to provide exposure to crypto assets from a thematic point of view with broad and diversified exposure to different crypto assets.
  • In Europe, WisdomTree enhanced its crypto ETP lineup with the launch of a trio of crypto asset baskets, in addition to our existing bitcoin and ether ETPs.
  • These include: The WisdomTree Crypto Mega Cap Equal Weight (MEGA), WisdomTree WT Crypto Market (BLOC) and WisdomTree Crypto Altcoins (WALT) ETPs, each seeking to track the respective WisdomTree Crypto Index.
  • Alexis Marinof, Head of Europe, WisdomTree, added, WisdomTree is committed to delivering investorsboth individual and professionalthe ability to access innovative and diversified crypto asset exposures inside the transparent and efficient ETP wrapper.

Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index

Retrieved on: 
Venerdì, Dicembre 3, 2021

Ritholtz Wealth Management (RWM) and WisdomTree (NASDAQ:WETF) today announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure to cryptoassets.

Key Points: 
  • Ritholtz Wealth Management (RWM) and WisdomTree (NASDAQ:WETF) today announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure to cryptoassets.
  • The RWM WisdomTree Crypto Index will follow a modified market capitalization weighted approach and allow the weights to fluctuate in line with market movements.
  • We consulted with WisdomTree regarding the creation of the Index to provide our clients with exposure to the asset class, said Michael Batnick, CFA , Director of Research at Ritholtz Wealth Management.
  • RWM is a consultant to WisdomTree as the index provider for the Index and will receive fees from WisdomTree related to such role.