Posts tagged as:

stock market

As agency brokers consolidate, how to continue to provide value

by Zack Miller on August 8, 2011

In all my talks with brokers, advisors, a continuing theme I continue to hear/feel is the changing landscape of the brokerage business.  Playing to agent’s role is no longer enough to warrant a growing business or practice. Last week, Bloomberg hosted an event as part of their Tradebook series called “The Future of the Buy-Side [...]

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The Future of Financial Services Marketing — with Michael Kitces (podcast)

by Zack Miller on July 1, 2011

The Internet has changed the way many professional services firms market themselves and service clients. The financial services industry has been slow to adopt cutting-edge technologies and contemporary marketing techniques. Our guest for this episode of New Rules of Investing Radio is Michael Kitces, a renowned speaker, consultant and writer about the entire financial planning [...]

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FREE WEBINAR: Learn how to follow hedge funds more effectively

by Zack Miller on May 9, 2011

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 [...]

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How your money is managed: the Mutual Fund industry up close (podcast)

by Zack Miller on March 23, 2011

If you’re not subscribed to my weekly podcast, Tradestreaming Radio, what are you waiting for? It’s available on iTunes as well. Mutual funds have introduced millions of Americans to investing in the stock market. While their popularity and usage may have changed throughout the last 30 years,mutual funds still play a critical role in many [...]

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Bull run in financial content just getting started

by Zack Miller on March 13, 2011

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 [...]

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How financial firms are using social media (video)

by Zack Miller on March 8, 2011

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 [...]

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ETFs powering shift to independent advisors

by Zack Miller on March 7, 2011

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 [...]

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Since when do online brokers pay me??

by Zack Miller on March 1, 2011

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 [...]

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RegisteredRep goes all Seeking Alpha (kinda)

by Zack Miller on February 22, 2011

In a move that takes the brokerage industry out of the 1980s (yeah, cool parachute pants), industry trade mag, Registered Rep announced a new push to aggregate some user-generated content on its flagship website, RegisteredRep.com. I’m going to stop short and announce that this isn’t a direct threat to Seeking Alpha, the leading financial content [...]

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