September 27, 2011 – 6:41 am
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here As investment advisors, we’re really in the business of marketing — trying to maximize cost-effective ways to bring new prospects in the door and keep existing clients happy. As I’ve written [...]
October 11, 2010 – 8:53 am
From David Jackson, Seeking Alpha’s founder and CEO:
After eight months in development, I’m thrilled to officially launch Seeking Alpha’s Investing Applications today and tell you a bit about why we launched them. Investing Apps are professional-grade tools to research stocks, and manage, track and analyze your investments. These apps are [...]
October 4, 2010 – 6:58 am
In my book, Tradestreaming, I devote a whole chapter to Following Insiders’ Moves (learn more about my legal insider trading strategy). In essence, the activities of corporate insiders are very instructive for investors who follow them in a variety of scenarios. There are proven strategies to mirror corporate insiders’ investment moves (many of which are [...]
September 19, 2010 – 5:38 am
I need your help.
Bringing you the products
If you haven’t heard, we’re in the process of bringing you a financial groupon of sorts. It’s not a great analogy — many people smarter than me have said that there are very clear distinctions between what groupon and its thousands of clones do (thanks, Perry) and what I [...]
September 13, 2010 – 7:45 am
Throughout the writing of Tradestreaming (my new book) and my analysis on the intersection of social media and investing, I kept bumping up against analytics.
Just as analytics are key to running a web business (I mean, where else can you microtarget advertising and test just about everything — see Dave McClure’s presentation on metrics), they’re [...]
Posted in Uncategorized
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Tagged analytics, benchmark, dirk quayle, financial reporting, industry news, interview, invest, investment site, LikeAssets, tradestream, wikinvest
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This post originally appeared on my new site all about investing in the age of social media, Tradestreaming. If you haven’t checked it out, you should. Sign up for the free newsletter as well.
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There’s been a lot of speculation about what or what not Merrill Lynch (now owned by Bank of United States of America) [...]
This post originally appeared on Tradestreaming.com, the site for my new book and where I will be posting primarily about consumer financial. New Rules will begin to take more of a financial industry bent to it.
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So, top-dog personal finance website, Mint.com, just announced a further step into financial planning with some goals-based tools [...]
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Tagged broker, financial planning, industry news, investing, investment site, mint, mint.com, new products, new rules, personal finance, savings, social media, tradestream, tradestreaming
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Interesting article at SmartMoney entitled, As Market Grew Volatile, Advisors Disappeared.
Tough times for financial advisors at banks and large brokerage houses.
There were 369,928 retail financial advisors at the end of the first quarter of 2010, down from 434,479 the same period last year, a decline of about 15%, according to the Financial Research [...]
Wikinvest: What it is and where it’s going
Don’t get me wrong. I really like the guys at Wikinvest. I’ve written a lot about how well their crowdsourced information and annotatable charts kicks the pants off of more static resources. I’ve also contended that the way Wikinvest deals with investment data is better [...]
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Tagged broker, cake financial, chart, covestor, crowd sourcing, financial reporting, industry news, invest, investing, investment site, new rules, portfolio, tradestream, wikinvest
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When was the last time you looked at a financial product (and no, you can’t include CDS or RMBS in this question) and were wowed. It’s been awhile for me (I don’t get out much).
Well, it got me thinking. Earlier this week I went into a restroom and was surprised to find — [...]
