by Zack Miller on April 19, 2009
Social Media Barron’s getting all atwittered (sub. required) over new apps used for trading. Focusing on Twitter, this article illustrates how upstart brokerages like TradeKing and Zecco are incorporating social media into their trading platforms. Read whole article here. Media firms are struggling with the traditional advertising model. All are considering extracting money directly from [...]
by Zack Miller on April 14, 2009
Overview of the Financial Advisory Business The current financial crisis has small business owners scrambling to bring in new customers and batting down the hatches to protect their existing client bases. Nowhere is this more acute than in the financial advisory business — ground zero for the current financial crisis. Advisors make money in 3 [...]
by Zack Miller on April 1, 2009
On the heels of just a horrendous market and game-changing moves by the U.S. Government to appropriate invest salvage prop up large financial institutions, investors are left holding the bag. Equity prices are being driven as much by the outcome of government intervention as it is by long-term views of cash flow. The rules of [...]
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 ******************************** [...]
by Zack Miller on February 15, 2009
Bruce Carton is a smart guy. If you are interested in anything related to securities law, you’ve gotta be reading this guy. In fact, I named his site as one of the 3 best sites to uncover the next financial blowup. On February 17, 2009, Bruce’s Securities Docket is sponsoring a webcast that will look [...]
by Zack Miller on February 1, 2009
Do you use a friend’s subscription to log in to a premium finance site? C’mon, we all do it at some point. Whether it’s an expensive investment newsletter or a premium version of the WSJ or some other news/research platform? Well, whether you admit it or not, we’re in good stead. AllThingsD reports today about [...]
by Zack Miller on January 26, 2009
Charles Schwab announced today that it was launching what it calls “Real Life Retirement(TM) Services”. You can see what it looks like here (screenshot to the right). Background info on the launch From the press release: “We have a different point-of-view from other financial firms in how we approach retirement. For most people, retirement isn’t [...]
by Zack Miller on January 22, 2009
As global investment assets shrink in a terrible market and huge brokerages like Smith Barney and Merrill Lynch have been sold off just to say afloat, asset managers of all sizes are turning to social media for a variety of reasons. Social media helps target an asset manager’s brand message to a specific, accessible prospect [...]
by Zack Miller on January 20, 2009
Gone are the days where reputation alone drives sales for an investment newsletter. Successful newsletter publishers understand that it’s become much harder to get investors willing to pony up a couple hundred dollars per year for stock research. One technique that well-marketed investment newsletters are using to drive more sales is by giving away a [...]
