Blog
Will the future of wealth management really be “virtual”?
I’ve been chatting with a few friends over the past couple of days about which model will prevail for wealth management in years to come. 2 sides to the argument Essentially, there are 2 sides to the argument: virtualists: The virutalists are banking on a future where investment advisors will prospect, deliver advice, and service … Continue Reading
Creating a popular investment strategy marketplace – with Matthew Klein
Today’s Internet means unprecedented accessibility and transparency for investors — a huge opportunity to learn from and invest like some of the smartest and most talented investors. One place this is clearly manifested is at Collective2.com, a marketplace of trading strategies. Whether you’re a publisher or a consumer, a writer or reader — investors can … Continue Reading
The best (and worst) online stockbrokers – with Blain Reinkensmeyer
The online brokerage space may look similar from the outside. But when you start looking under the covers, there are a lot of differences in pricing, service levels, and tools that they offer. StockBrokers.com publishes an annual survey of the best and worst of the online brokers. I invited the firm’s founder, Blain Reinkensmeyer to … Continue Reading
Seeking Alpha surpasses 1M registered users
I spend a lot of time on this blog and on my podcast discussing new tools and services available to individual investors. Most of these firms help us make better, more accurate, investment decisions (cheaper, too). What gets lost sometimes is how new some of these services are. While Betterment may have 10,000 funded accounts, … Continue Reading
FutureAdvisor launches free investment app — with cofounder, Bo Lu
The future for a lot of investors is through online advice — automated applications that scan our portfolios and make recommendations to lower fees and optimize our holdings. Launching today, FutureAdvisor will do just that, for free. Focused on long term, cost-conscious investors, the web app monitors holdings, bubbles up ways to save on fees, … Continue Reading
