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
|
Posted in Uncategorized
|
Also tagged book deal, covestor, invest, joel greenblatt, magic formula, mebane faber, mutual fund, new rules, publish, seeking alpha, tactical asset allocation, tradestream
|
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
|
Posted in Uncategorized
|
Also tagged betterment, broker, covestor, etf, financial advisor, future of investing, invest, new products, new rules, seeking alpha, stock, stocktwits, tradestream, wealthfront
|
October 19, 2010 – 2:30 pm
***Like what you read? Please sign up here to receive new posts directly to your inbox.
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 [...]
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.
By New Rules of Investing
|
Posted in Uncategorized
|
Also tagged expert communities, financial advisors, industry news, investing, investment site, ira, kaching, new products, new rules, retirement, tradestream
|
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
|
Posted in Uncategorized
|
Also tagged broker, etf, expert communities, fees, financial advisors, financial reporting, industry news, investing, investment site, kaching, lipper, mutual fund, mutual funds, new products, new rules, piggyback investing, trading, Wall Street Journal
|
