Posts tagged as:

advisor

Looking at Magic Formula returns, Morningstar gets all apologetic over industry performance

by Zack Miller on March 15, 2010

Screening 2.0 and beyond Readers of this site have learned a bit about Screening 2.0 — the ability to use Internet tools (many of them, free) to recreate portfolios that conform to the investment criteria of history’s best investors. Validea’s John Reese has done much of the research legwork on the subject and has produced [...]

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10 predictions in online finance for 2010

by on December 21, 2009

I’ve been thinking about what the future has in store for investors and I’d like to use this post to help clarify my thinking.   Essentially, I’d like to hone in on what 2010 portends for online finance.  I’m looking for some broader trends, as well as some company-specific prognostication. AOL’s ascension, Yahoo Finance’s continued domination, [...]

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Don’t get your ass(ets) kicked: Investing 101 for pro athletes

by on September 24, 2009

Pro athletes are notoriously bad investors.  Once bright starts worth millions of dollars are frequently left destitute within just a few years of retirement.  Put simply, these pros completely blow it when it comes to investment management.  But it doesn’t have to be that way. The Evidence Sports Illustrated, How (and Why) Athletes Go Broke: [...]

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It’s Fall 2009 and financial advisers are…not making any changes??

by on September 23, 2009

AdvisorBenchmarking, a best-practices financial services consulting firm owned by Rydex/SGI, released its annual benchmarking survey (.pdf) results and I have to admit, I find them surprising, yet somewhat predictable. After surveying over 500 RIA firms earlier this year, the firm distilled various trends in the industry. Definitely check out the whole report, but I wanted [...]

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How will investors behave with no newspapers?

by Zack Miller on May 18, 2009

Slow death of the newspaper and how investment decisions are affected While news and the proliferation of information is booming, clearly the newspaper industry is on its way out.  Its current revenue model just can’t support a quality newsroom in the face of widely available free information on the Internet. Numerous industry analysts continue to [...]

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Broker's Guide to Finding a New Job

by Zack Miller on May 10, 2009

Times are tough Tough for everyone and tough for stock brokers who are reeling from both the nasty performance of the stock market over the past year and from structural changes in their business.  So far this year (May 2009), over 17,000 brokers have left the profession which would equate to 35,000 exiting the business [...]

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Two options for future of financial advice according to Investment Advisor's Clark

by Zack Miller on April 21, 2009

Investors reflect We’re all trying to figure this out.  Individual investors are thinking hard about the entire investment process and the future of their holdings.  Tough questions like expected future returns.  Like can I meet my retirement goals?  Like the value advisors are providing. Financial advisors are also doing some soul searching Advisors are doing [...]

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Adviser Use of LinkedIn May Violate SEC Rules

by Zack Miller on March 22, 2009

Today’s guest post comes from Bill Winterberg, CFP®, an operations and efficiency specialist to independent financial advisers.  I thought Bill’s perspective important as we continue to explore how financial advisors can use web 2.0 technologies to build their businesses.   Check out more of Bill’s good stuff at www.fppad.com and on Twitter at @BillWinderberg ******************************** [...]

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