August 15, 2011 – 3:19 am
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Letter.ly is a newcomer on the newsletter scene launched a couple of months ago by drop.io founder, Sam Lessin. An industry blogger, Lessin had grown tired of the free newsletter scene [...]
Has Meir Statman gone off his meds? Does the author of What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions have no clue what investors really want? In a Dow Jones webinar of recent survey results, What Motivates Affluent Investors, Statman tried to make sense of the following data: Affluent [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged broker, dow jones, financial advisor, financial advisors, future of investing, industry news, interview, meir statman, money, new rules, Wall Street Journal, wsj
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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, etf, financial advisor, future of investing, invest, mirrored accounts, new rules, seeking alpha, stock, stocktwits, tradestream, wealthfront
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October 11, 2010 – 8:53 am
From David Jackson, Seeking Alpha’s founder and CEO:
After eight months in development, I’m thrilled to officially launch Seeking Alpha’s Investing Applications today and tell you a bit about why we launched them. Investing Apps are professional-grade tools to research stocks, and manage, track and analyze your investments. These apps are [...]
This post originally appeared on my new site all about investing in the age of social media, Tradestreaming. If you haven’t checked it out, you should. Sign up for the free newsletter as well.
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There’s been a lot of speculation about what or what not Merrill Lynch (now owned by Bank of United States of America) [...]
This post originally appeared on Tradestreaming.com, the site for my new book and where I will be posting primarily about consumer financial. New Rules will begin to take more of a financial industry bent to it.
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So, top-dog personal finance website, Mint.com, just announced a further step into financial planning with some goals-based tools [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged broker, financial planning, industry news, investing, investment site, mint, mint.com, new rules, personal finance, savings, social media, tradestream, tradestreaming
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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
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Posted in Uncategorized
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Also tagged expert communities, financial advisors, industry news, investing, investment site, ira, kaching, mirrored accounts, new rules, retirement, tradestream
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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, etf, etrade, finance, financial advertising, financial advisors, financial reporting, forex, fx, industry news, investing, investment site, mlp, reuters, seeking alpha, tradestream
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