Posts tagged as:

advisors

fabeetle: halfbaked idea or the bomb for matchmaking financial services

by on August 25, 2009

A new site, fabeetle.com, launched yesterday amid some fanfare in the brokerage community with a beta launch soliciting participating amongst advisers. fabeetle attempts to tackle a huge problem in the industry: matching financial advisers (FAs) with potential clients looking for the right ones.  While it’s becoming infinitely easier to buy products over the Internet, a [...]

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The profitable other side of financial social media

by on July 23, 2009

Because it has broader appeal, we spend a lot of time thinking and talking about the demand side of financial social media.  Investors can use tools like following their favorite investors portfolio moves on Covestor or crowdsource ideas on Piqqem or use AlphaClone to create the same portfolio Warren Buffett has. There are other great [...]

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Financial Advisors and New Media: The start of something good

by on July 21, 2009

New Rules focused on new trends for investors Over the past 6 months, I’ve written about a lot of things on New Rules.  Whether its my ADD or just the fact that so much is going on, I’ve taken different directions with the blog. From structural changes in Investor Relations to some interesting new models [...]

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