Things are getting real interesting in the financial industry. Brokers continue to become advisors, big advisors continue to grow, the lines between content and commerce continue to blur. While a few really *get it*, I’m not sure everyone is seeing the transformation occurring in the industry. In this spirit, here are 5 things financial firms [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged book deal, invest, joel greenblatt, magic formula, mebane faber, mirrored accounts, mutual fund, new rules, publish, seeking alpha, tactical asset allocation, tradestream
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If you have been living in a cave the past couple decades, it’s possible you haven’t heard of Joel Greenblatt. I profiled him (briefly) in Tradestreaming. In short, he’s one of the best performing investors in history, putting up 40% returns for something like 20 years. Greenblatt is a (not so) secret brand My perspective [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged blake darcy, Books, formula investing, greenblatt, invest, investment screening 2.0, magic formula, magicformula, mutual fund, mutual funds, portfolios to go, tradestream
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One of the things I have had on my bucket list was to write a book. In college and my freshman creative writing class I took my junior year (long story), I fancied myself a writer. Thing is, life got in the way. The more I learned and experienced, the more writing fiction seemed full [...]
January 28, 2011 – 1:21 am
In this week’s podcast, we interview Mick Weinstein, head of content at Covestor, a new investment platform that allows investors to shop for investment advisor like shopping for Pez on eBay. Mick was previously editor-in-chief at Seeking Alpha.
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I’ve discussed Covestor and its do-it-yourself model at length both in my book, Tradestream, as [...]
December 16, 2010 – 7:45 am
A lot of work is going into developing the next generation of financial powerhouses. Where traditional brokers/banks controlled the locus of power in the investing game, it’s not clear exactly who is going to take their place as their assets and influence have waned. Here are a couple of ways that firms are going at [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged betterment, broker, etf, financial advisor, future of investing, invest, mirrored accounts, new products, new rules, seeking alpha, stock, stocktwits, tradestream, wealthfront
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October 19, 2010 – 2:30 pm
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One chapter of my new book, Tradestream your Way to Profits, was devoted entirely to the subject of expert investing networks.
These communities of investors come in 3 different flavors:
investing marketplaces: these are typically open communities where individuals and professional investors [...]
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 [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged broker, cake financial, chart, crowd sourcing, financial reporting, industry news, invest, investing, investment site, new rules, portfolio, tradestream, wikinvest
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kaChing continues to expand its asset advisory marketplace by broadening its offering a turn-key backoffice solution. It’s a smart move for the firm: Connecting retail investors with smaller/newer asset managers requires a broad service offering that helps some of these smaller managers with the resources required to run their businesses.
Launched as kaChing Pro, the service [...]
February 3, 2010 – 6:30 am
Piggyback investing is the art/science of building portfolios based on mimicking the stock picks of some of the best superinvestors — asset managers who have exhibited long term market-beating results.
Early research (check out some here) has shown that investors can achieve similar returns by piggybacking as the can by investing directly with the asset managers [...]
