Allan Murray runs a good interview with Joel Cohen, a former federal prosecutor and insider trading expert.
Good points about duty, hedge funds, insider investing and the gray areas surrounding implicit duties for confidentiality.
[ht: Finance Professor]
I’ve been saying that it was a matter of time before someone well-situated was going to go after Gerson Lehrman, the 80000 lb gorilla of expert investment networks. And with an announcement today, it looks like media giant, Bloomberg is taking that step.
Here’s what a Bloomberg spokesperson had to say about the project:
We want Ph.D. [...]
Last week, I wrote about Kalengo, a site that enables investors to plan, research and invest using social intelligence from the cloud. Kalengo is a U.S. firm with R&D in Asia.
What’s interesting is that I’ve also interviewed the Antony Ma, founder of Investomy platform — another social investing site with roots in Asia. This is [...]
Lots of interesting stuff going on in financial services. I recently had the opportunity to chat (email, really) with Carol Yuyi Zhou, Director of Marketing for Kalengo. Kalengo is really a hybrid of a lot of what’s interesting in today’s online investing environment: social, analytics, financial content curation, cross-platform, etc. It’s kind of a cross-breed [...]
eBay of investment advisors, kaChing announced today that they’re providing servicing of IRA plans. That means that someone with an IRA of at least $10k and the desire to have kaChing investment managers take a crack at managing his portfolio, can now do it.
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 [...]
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 [...]
Cake Financial made analyzing stock portfolios fun and enriching. I’ve written about the startup on a variety of occasions (see here and here) and generally liked how Cake approached their business. By providing login information to trading accounts, Cake users received enhanced performance metrics and idea generation for current and future investments.
Cake had downsized recently [...]
2009 saw crowdsourcing — as a movement — making big strides in practice and PR in a variety of different fields. For investors looking to purely crowdsource stock ideas, Piqqem has been on the forefront of helping investors tap the wisdom of the crowds.
Having users rate stocks on a variety of different factors — much [...]
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 [...]
