where investment businesses grow
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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 [...]
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If you have been living in a cave the past couple decades, it’s possible you haven’t heard of Joel Greenblatt. I profiled him (briefly) in Tradestreaming. In short, he’s one of the best performing investors in history, putting up 40% returns for something like 20 years. Greenblatt is a (not so) secret brand My perspective [...]
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One of the things I have had on my bucket list was to write a book. In college and my freshman creative writing class I took my junior year (long story), I fancied myself a writer. Thing is, life got in the way. The more I learned and experienced, the more writing fiction seemed full [...]
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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 [...]
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***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 [...]
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kaChing continues to expand its asset advisory marketplace by broadening its offering a turn-key backoffice solution. It’s a smart move for the firm: Connecting retail investors with smaller/newer asset managers requires a broad service offering that helps some of these smaller managers with the resources required to run their businesses. Launched as kaChing Pro, the [...]
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The investment arm of leading investment community, Covestor (see my coverage of the firm), just pimped out its search functionality. With the new changes, it’s easier to drill down on managed portfolios by strategy, return, and risk metrics. From the search results, investors can lean more about individual portfolios or allocate capital to them, via [...]
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kaChing announced yesterday (rather quietly — strange) that they have indeed — after months of discussion — launched their investment management arm. What that means is that investors can open up an Interactive Brokers account to mirror the activities of portfolio managers on kaChing. From board member Andy Radcliffe who posted on kaching’s blog yesterday: [...]
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