What started as a mundane pursuit — how do we put more butts into seats at an in-house financial education business? — is helping grow a traditional investment business via higher cause marketing. I spoke with Colonel Paul Arneson, who helps run Project Vets, a non-profit that awards scholarships to US military veterans to learn [...]
Tadas at Abnormal Returns had me on last week for a conversation about all the crazy things I do. From my book, Tradestreaming, to the ebook I published to help financial people get books published, to my free download on how to grow a financial services business like Ken Fisher did. We talked a lot [...]
Join us this coming Monday May 9th @ 4pm ET for a free online discussion on the “5 Myths About Cloning Hedge Funds”. We’ve been following hedge fund replication strategies (what I call piggybacking) since the early days of this blog and back to 2009 on NewRules. It’s not only a topic I like to [...]
By Zack Miller
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Posted in Stock market
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Also tagged alphaclone, best ideas, cloning, events, hedge fund, industry news, new rules, piggyback investing, replication, tradestream, webinar
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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, covestor, 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, covestor, formula investing, greenblatt, investment screening 2.0, magic formula, magicformula, mutual fund, mutual funds, portfolios to go, tradestream
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On Tradestreaming Radio, we’re interviewing lots of innovative entrepreneurs, investors, and researchers all trying to make investors better at what they do. Check out our archives. Subscribe on iTunes. From this perch, it seems like investors are witnessing a Renaissance of tools, data, and research that overlays investor psychology on 24/7 streaming content of the Internet. The [...]
By Zack Miller
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Posted in Research
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Also tagged Books, crowd sourcing, decision making, hedge fund, marketpsych, new rules, podcast, radio, richard peterson, sentiment analysis, 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 [...]
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 [...]
Participation media is providing a fertile testing ground for financial services firms to test customer service, new forms of branding, and the building of communities. Corporate Insight, which recently released the report To “Friend” is the Trend: Social Media and Financial Services, has been analyzing the changes, struggles and opportunities facing the financial industry. Here’s [...]
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 [...]
