Tag Archives: finance

Help me to help you become a better investor

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 [...]

On Twitter, The Early Bird Gets the Worm

Social Shopping is not new, but it is indeed gaining significant momentum. In fact, it represents the latest leaf in the new Conversation Prism infographic set to launch next week. Twitter too, is gaining velocity in a direction many skeptics didn’t think possible, the ability to monetize the stream. Twitter is set to introduce a [...]

State of the Art: What’s hot in financial product advertising

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 [...]

How do you target 33,000 independent investment advisors?

An interesting trend that is emerging is the growth of the independent investment advisor also known as a Registered Investment Adviser (RIA). According to Boston-based Cerulli Associates, a research firm, the number of brokers serving individual clien…

Online Finance Wishlist: Can you show a brother some love?

So much progress has been made in online finance, but man,  we still have so much more to do! While the amount of investing information has exploded online, there are still major gaps in many of the top sites that seem like no-brainers to fix.
The following list — submitted to me over the past 12 [...]

Why Regulation FD shouldn’t keep you from Seeking Alpha

THERE are many reasons why investor relations officers and company executives avoid participating in new media such as blogs and social networks, but often the grounds they give are more misconceptions than real barriers.
Take Regulation FD, for exampl…

Seeking Alpha taps the funding jar — 5 reasons why

As reported yesterday, Seeking Alpha, the largest aggregator of financial content from blogs, asset managers and investment newsletters, raised another round of funding yesterday.  The raise of $7 million represents a B round financing from existing investors, Accel and Benchmark, along with new investor DAG.
There’s been speculation about what Seeking Alpha’s going to do with [...]

Gentlemen, start your prime-brokerage engines

The competition for assets in brokerage and investment advisory hasn’t been lost on prime brokers. In New Kids on the Prime-Brokerage Block on the WSJ, reporter Jenny Strasburg does a good job describing how new players in prime brokerage are challenging the old guard.
Strasburg specifically cites 4 newish entrants into the prime-brokerage pool:

Cantor Fitzgerald
FBR
Jefferies and [...]

Portfolio.com rises from the deadpool

Hat tip to Felix Salmon who draws our attention to the news that Portfolio.com has reemerged from Conde Nast purgatory by shifting ownership to American City Business Journals Inc.’s bizjournals, another division of Advance Publications.
In its new form, the site will:
In addition to newly created content, Portfolio.com will share content with other Condé Nast sites [...]

The profitable other side of financial social media

Because it has broader appeal, we spend a lot of time thinking and talking about the demand side of financial social media.  Investors can use tools like following their favorite investors portfolio moves on Covestor or crowdsource ideas on Piqqem or use AlphaClone to create the same portfolio Warren Buffett has.
There are other great tools, [...]