Results for "social media"

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The Takeaway: Are you in the secret wealth management cult?

August 9, 2013

Portfolio Joe Terranova takes a look at Q2 earnings season - the stats you want, the color you need.  (Virtus) 14 out of 15 metrics say stocks are not "expensive" at these prices historically.  (The Reformed Broker) What should we make of...

A tech reporter's farewell

August 7, 2013

Six years is enough time to gain passing familiarity with the breadth of advisory technology. It is not nearly long enough, though, to plumb its depths. Almost every week of my early years at InvestmentNews proved daunting. Gaining a sense of...

Janowski: How social media is growing in the IBD industry

August 1, 2013

Davis Janowski Technology Columnist, InvestmentNews

The Takeaway: As always, retail investors come late to the party

July 25, 2013

Portfolio Facebook's upside explosion boosts all those silly "social media" funds.  (Index Universe) Retail investors are up to their usual routine, shoveling money into equity funds now that the market is up 20% on the year.  (Street Talk...

Banks, brokerages creating mobile finance apps at a steady clip

July 22, 2013

Ah, the latest and greatest in mobile technology to grace the banking and brokerage world. That's the subject of a spiffy, if brief, new report from research and consulting firm Corporate Insight Inc. I will not steal all the firm's thunder...

As RJ signs on with Hearsay, Actiance rolls out multi-level review features

July 19, 2013

As social media has quickly become a cornerstone of low-cost customer outreach and marketing efforts, vendors selling tools for managing and meeting compliance requirements have had to adapt to the intricacies of this new way of doing business....

The Takeaway: Brace yourself for the biggest bankruptcy in history!

July 18, 2013

Portfolio Stock indexes hit record highs and yada yada yada, so boring.  (Reuters) 5 tips on doing better index investing.  (Rick Ferri) Twelve investing lessons from Daniel Kahneman.  (25iq) The Biz Hear that? It's your financial advisor...

15 power Tweeters every adviser should know

July 9, 2013

While there are many social media lists out there of people and businesses to follow on Twitter, InvestmentNews' own Power 20 "Power Tweeter" Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces...

How social-media platforms stack up for the advice business

July 7, 2013

Last month, I was on a panel with some of the industry's top social-media minds at Pershing's Insite conference in Hollywood, Fla. It was a great session. Yet, some of the best discussions were those that occurred after our presentation. As...

QuantConnect adds data to trading platform, builds global network

July 2, 2013

I have written about a number of startups in the computing realm that have the potential to begin leveling the playing field in a number of finance-related categories. Here's another new one: QuantConnect. Its co-founder and chief executive,...

Covestor receives new injection of funding, adds staff, improves features

June 20, 2013

On my to-do list this past week has been to post some news on Covestor, the fairly well known “online marketplace for investing” as they refer to themselves. The firm announced on June 13 that it had raised $12.75 million in a Series B round...

Tweet this: Finra spot-checking firms for social media compliance

June 19, 2013

The Financial Industry Regulatory Authority Inc. is doing social-media compliance spot checks on some of its member firms. In a notice posted Monday on Finra's website, the regulator said it wants broker-dealers to identify the sites used by...

IN Voices

June 16, 2013

Citizens bandy about worth of radio advice Readers reacted quickly and sharply to Liz Skinner's article about a battle waged over Twitter between radio host Dave Ramsey and fee-only financial advisers. Advisers took issue with Mr. Ramsey's promotion...

Dave Ramsey flames advisers on Twitter

June 9, 2013

A Twitter war that began in late May escalated over the first weekend of this month between radio host Dave Ramsey and fee-only financial advisers who criticized the author of financial advice books for telling Americans to expect a 12% return...

Vine mobile app: Not your dad's candid camera

June 6, 2013

Advisers who don't have teens or tweens at home may be in the dark about a popular app for recording video clips that increasingly is finding its way into the business social-media scene. It's called Vine. The biggest use of the technology appears...

The Takeaway: Don't be so sure about where rates are headed

June 6, 2013

Portfolio Are emerging markets the real fulcrum of global risk? (The Reformed Broker) Morgan Stanley's master spreadsheet of average mutual fund fees versus average ETF fees. Good reference. (World Beta) Is this what the "cheap" iPhone will...

Actiance introduces latest version of Vantage

June 4, 2013

Behold Vantage 2013, the latest version of a platform from Actiance Inc. Methinks this is a particularly rosy little niche for firms selling their wares to financial services businesses. I continue to get wind of rollouts and deals signed between...

Weekend war on Twitter: Ramsey vs. fee-only advisers

June 3, 2013

Dave Ramsey, the popular financial author and personality, initiated a Twitter firestorm by attacking a number of financial advisers who questioned his investment advice. Mr. Ramsey had some choice words for professional advisers, lashing out...

Dave Ramsey flames financial advisers on Twitter

June 3, 2013

A Twitter war that began late last week escalated over the weekend between radio host Dave Ramsey and fee-only financial advisers who criticized the author of financial advice books for telling Americans to expect a 12% return on investments...

Ways to get noticed on LinkedIn

June 2, 2013

Those who want to know what not to do with their LinkedIn profiles should perform a quick search of “financial advisers” and peruse some of the profiles that pop up. You are sure to see, as I did, a sea of sameness. When I set out to write...

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