Screening 2.0 and beyond
Readers of this site have learned a bit about Screening 2.0 — the ability to use Internet tools (many of them, free) to recreate portfolios that conform to the investment criteria of history’s best investors.
Validea’s John Reese has done much of the research legwork on the subject and has produced a premium [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged financial advisors, industry news, investing, investment screening 2.0, magic formula, morningstar, mutual fund, new rules, screening 2.0, stock, tradestream
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December 21, 2009 – 7:25 am
I’ve been thinking about what the future has in store for investors and I’d like to use this post to help clarify my thinking. Essentially, I’d like to hone in on what 2010 portends for online finance. I’m looking for some broader trends, as well as some company-specific prognostication.
AOL’s ascension, Yahoo Finance’s continued domination, Google [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged altucher, AOL, Bloomberg, broker, covestor, economy, expert communities, financial advisors, financial reporting, Google, howard lindzon, industry news, investment adviser, investment site, jim cramer, kaching, new rules, reuters, ria, social networking, stocktwits, tiger woods, wikinvest, Yahoo
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September 23, 2009 – 5:10 am
AdvisorBenchmarking, a best-practices financial services consulting firm owned by Rydex/SGI, released its annual benchmarking survey (.pdf) results and I have to admit, I find them surprising, yet somewhat predictable.
After surveying over 500 RIA firms earlier this year, the firm distilled various trends in the industry. Definitely check out the whole report, but I wanted to [...]
Slow death of the newspaper and how investment decisions are affected
While news and the proliferation of information is booming, clearly the newspaper industry is on its way out. Its current revenue model just can’t support a quality newsroom in the face of widely available free information on the Internet.
Numerous industry analysts continue to discuss the [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged adivser, alerts, broker, covestor, death of the newspaper, economy, expert communities, financial advisors, financial reporting, financial services, industry news, investing, investment newsletter
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Times are tough
Tough for everyone and tough for stock brokers who are reeling from both the nasty performance of the stock market over the past year and from structural changes in their business. So far this year (May 2009), over 17,000 brokers have left the profession which would equate to 35,000 exiting the business by [...]
Investors reflect
We’re all trying to figure this out. Individual investors are thinking hard about the entire investment process and the future of their holdings. Tough questions like expected future returns. Like can I meet my retirement goals? Like the value advisors are providing.
Financial advisors are also doing some soul searching
Advisors are doing the same type [...]
Today’s guest post comes from Bill Winterberg, CFP®, an operations and efficiency specialist to independent financial advisers. I thought Bill’s perspective important as we continue to explore how financial advisors can use web 2.0 technologies to build their businesses. Check out more of Bill’s good stuff at www.fppad.com and on Twitter at @BillWinderberg
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I’m going [...]
