Post Tagged with: "low cost alpha"

The Blackrock Tale Told in the UK: ETFs & Robo-Advisors

The Blackrock Tale Told in the UK: ETFs & Robo-Advisors

by June 13, 2016 at 2:00 am 3 comments

The tale of the shoe salesmen in Africa Thomas Bata, the founder of Bata Shoe, was fond of telling the story of how he sent two salesmen to explore market potential in Africa. One cabled back to the home office: “No one here wears shoes. No potential.” The second salesmanRead More

Equity broker or investment advisor? Who cares.

Equity broker or investment advisor? Who cares.

by April 18, 2016 at 2:06 am 0 comments

Aphrodite, a Femtech leader, has moved countries half a dozen times and maintains accounts (or trails of accounts) in each place she lived and worked at. Three different currencies and a mix of accounts, from checking, savings, to investment accounts; comprise her financial holdings. The accounts include some passive, “hosted”Read More

The Unstoppable RoboAdvisors: Leapfrogging the Independents

The Unstoppable RoboAdvisors: Leapfrogging the Independents

by February 8, 2016 at 2:31 am 1 comment

The Financial news focus in January was animated, colorful, and with 10 articles on Robo-Advisory. As markets are in turmoil and portfolios are bleeding, most of us are questioning the impact of the macro-economic cycle. Last week Bernard Lunn shared his thoughts on the impact of the macro-economic cycle on FintechRead More

Holiday stockings with Stocks and ETFs: Stockpile or Spark Gift

Holiday stockings with Stocks and ETFs: Stockpile or Spark Gift

by December 14, 2015 at 3:42 am 0 comments

A cool Fintech gift to consider for these holidays comes in a festive electronic form or in a retail physical gift card format. For your children or grandchildren, your nieces or nephews, your godchildren or any Gen Y that is on your gift list this year; give each of them a FRACTIONALRead More

From the Vanguard Effect to the Robinhood & Blockchain Effect

From the Vanguard Effect to the Robinhood & Blockchain Effect

by December 7, 2015 at 3:00 am 0 comments

The rush from major ETF producers to slash fees follows religiously Vanguard’s lead. The natural urge from Robo-advisors to slash fees will undoubtedly lead them to partner with Robinhood. The next big move from Robo-advisors will be towards real-time settlement. Eric Balchunas, Bloomberg Intelligence analyst, insightfully pointed out that theRead More