If you’re not subscribed to my weekly podcast, Tradestreaming Radio, what are you waiting for? It’s available on iTunes as well. Mutual funds have introduced millions of Americans to investing in the stock market. While their popularity and usage may have changed throughout the last 30 years,mutual funds still play a critical role in many [...]
Fee-only advisors, investment advisors who don’t charge commissions, are leading the way Americans are investing. Instead of buying mutual funds with sales loads, more and more investors are turning to pros selling low cost exchange traded funds (ETFs). According to Bloomberg, ETFs are certainly benefiting from this shift away from the brokerage industry: The advisers [...]
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, covestor, financial advisor, future of investing, invest, mirrored accounts, new products, new rules, seeking alpha, stock, stocktwits, tradestream, wealthfront
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It’s always a good idea to check out what’s being advertised to see what the financial product firms are pushing. Some of this is horse-leading-the-cart stuff, but sometimes financial products are developed based on demand for such things. Looking at advertising in the financial industry is a momentum-driven way to look at trends [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged ameritrade, brokers, commodities, etrade, finance, financial advertising, financial advisors, financial reporting, forex, fx, industry news, investing, investment site, mlp, new products, reuters, seeking alpha, tradestream
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We’ve spoken a lot about piggyback investing (mimicking the moves of top fund managers) and crowdsourcing ideas (using crowd sentiment to generate trading ideas) as two ‘new ways’ investors can devise profitable strategies. The Internet is producing tons of information – the tradestream – that investors can plug into to get at this type of [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged crowd sourcing, crowdsourcing, financial advisors, fund flow, industry news, investing, investment, investment newsletter, investment site, mutual fund, new rules, piggyback investing, tradestream, trading, trimtabs
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February 15, 2010 – 6:15 am
We’ve written for a while that for certain purposes, Exchange Traded Funds (ETFs) are a better mousetrap.
As Mutual Funds 2.0, ETFs have introduced:
new ways to implement investing ideas (eg. country exposure to Poland, Chile, etc.)
made existing ideas easier to trade (leveraged long and short funds, buy-write strategies)
provided continuous pricing (unlike Mutual Funds that price [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged broker, expert communities, fees, financial advisors, financial reporting, industry news, investing, investment site, kaching, lipper, mirrored accounts, mutual fund, mutual funds, new products, new rules, piggyback investing, trading, Wall Street Journal
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February 7, 2010 – 8:33 am
Just doing some thinking about the growth and future of the ETF industry:
In my eyes, ETFs began as a second-generation of mutual funds with the following characteristics:
Passively managed: ETFs were passively managed (though that’s changing), building upon Jack Bogle’s success at Vanguard. Most research at the time clung to the Efficient Market Hypothesis and academics [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged asset allocation, barclays, branding, broker, financial advisors, industry news, investing, ishares, mutual fund, new products, pimco, trading
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September 11, 2009 – 12:22 am
Summary
Regulators have their sights set on restructuring the market for leveraged, inverse(short) and commodity ETFs. Increased scrutiny for these index shorts and leveraged bets have the ETF industry running for cover and it’s already impacting existing shares in common ETFs tracking commodities and sectors, like Oil and Financials. Advisers commonly use these products for hedging [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged broker, cftc, commodities, compliance, financial advisors, financial reporting, finra, industry news, inverse, leverage, new products
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September 2, 2009 – 6:02 am
Dow Jones is reporting that investors in exchange traded funds (ETFs) that use leverage to achieve 2x and 3x of certain indices and inverse ETFs, funds that attempt to perform -1x certain index, are going to face higher margin requirements in the months to come.
In an article published yesterday, Ian Salisbury of Dow Jones [...]
Financial institutions filed nearly 13% more reports of fraud compared with 2007 (The Economist)
Value stock screen for potential activist targets (The Manual of Ideas)
Comparison of All-World ETFs (ETF Trends)
I think this recession (and sluggish recovery) will continue to make history, and that most of these forecasts are actually too optimistic (Calculated Risk)
On Covestor’s push into [...]
