Tag Archives: new rules

FREE WEBINAR: Learn how to follow hedge funds more effectively

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 [...]

Online brokerage no threat to advisors. Yeah, and I’m a meat-eating rabbit

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 [...]

The New New Advisor: 5 things financial pros are doing to make more $$ right now

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 [...]

MarketPysch: Profiting from investor psychology and the Internet (podcast)

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 [...]

Bull run in financial content just getting started

I’ve been writing about the financial content bull market from the early days on this blog through the publication of Tradestream last summer . Aggregation sites like Seeking Alpha (of which I was an early employee) are still ramping their content and even finding ways to remunerate their contributors.  With AOL scaling back resources in [...]

How financial firms are using social media (video)

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 [...]

Since when do online brokers pay me??

Looking for a way to make a quick buck?  Well, TradeKing, a startup online broker is willing to pay you and a friend $100 each if you refer him on over to open an account. TradeKing’s Refer a Friend is targeting current account holders and incentivizing them to bring in new account holders. $200 is [...]

Mauboussin on practice management

Michael Mauboussin, CIO at Legg Mason, is a thought leader and author of books like Think Twice: Harnessing the Power of Counterintuition and More than You Know: Finding Financial Wisdom in Unconventional Places.
Maubossin shared his views on the financial/investment advisor’s practice management at the IMCA’s Consultant Conference on Tuesday.  He took the approach of focusing [...]

Startups in finance land: betting on where the money is going to land

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 [...]

What if WordPress gets into the financial content game

It’s not a far-fetched idea.  The Nieman Journalism Lab is reporting the juggernaut content management platform’s first foray into curated content, FoodPress.
Powering over 15m blogs with their hosted toolsets and headed by a new content czar, Wordpress could easily maneuver its vertical content activities into a curated investment site, pointing to numerous top investment bloggers [...]