Future of Investing

Welcome to a wired world, investors and financial advisors (Future of Investing)

close

Email a Friend

This post was originally included as part of an ebook that I published alongside the launch of my book, Tradestream, entitled “Tradestreaming and the Future of Investing”. The content was so good I wanted everyone to have access to it.

**********

Welcome to a world where the traditional ways in which we gather information, develop relationships, and make important decisions have changed dramatically.  Welcome to a wired world!  Our influences have changed with the explosive growth of the internet and the proliferation of blogs, social networks, online ratings and reviews, and micro-blogging
services that allow us to share, connect, engage and advance our knowledge.  Our networks are accessible from anywhere and everywhere, in real time, through our mobile devices and constant wired connections.  Whether we realize it or not, these online information channels and networks are significantly changing the way we think and behave.

The financial services industry is no exception to the wired world revolution with the emergence of new media investment platforms, social investing sites, and even financial advisors and professionals delivering their insight and guidance through blogs, social media and social networking.  At the same time, consumer access to financial information and guidance, low cost investment vehicles and platforms, increased transparency and choice, and new media tools are empowering individual investors to take control of their
wealth.  We have a paradigm shift happening that will forever change the future of investing like never before.

Investors who can sift through all of the financial content and find the “quality” insights will have the best opportunity for success.  The key will be discovering relevant resources and strategies that they can implement with discipline and consistency.  Financial advisors and professionals who provide high quality, differentiated content in their niche markets and focus on their areas of expertise will be most successful in the race to win relationships with investors.  Blogging, search, and social media will all be part of the strategy equation for attracting the right investors into a suitable model based on their goals and objectives.  Ultimately, investors AND financial advisors who understand and embrace the merging of social relationships and technology can truly become partners in achieving their respective goals.

*—> Like what you see? Hey! Don’t forget to subscribe to the free Tradestreaming newsletter for updates, tips, and special offers

WIRED ADVISOR was founded by Stephanie Sammons (LinkedIn).  Stephanie spent a total of 15 years in the financial services industry at two of the largest global wirehouse firms and served as a Financial Advisor, Branch Manager, and Regional Sales Manager.

0 comments on “Welcome to a wired world, investors and financial advisors (Future of Investing)”

Artificial Intelligence, Designing new products, Future of Investing, The Quarterly Review

The Quarterly Review: Public’s Leif Abraham on three new products, simplification, and AI-washing

  • In this edition, we check back in with Public's Leif Abraham to see how his plans to build towards guided portfolios and AI integrations in the investment flow panned out.
  • Abraham dives into how Public's new products are helping the company differentiate and crystalizing its role in the industry.
Rabab Ahsan | December 10, 2024
Artificial Intelligence, Future of Investing

How Farther is building a wealth management platform in the age of AI

  • Farther is a technology-centric wealth management firm, with AI playing a pivotal role in differentiating the company from traditional wealth management firms and Registered Investment Advisors (RIAs).
  • However, in Farther’s framework, AI is the dependable supporting actor, essential to the storyline but never the protagonist.
Sara Khairi | November 14, 2024
Designing new products, Future of Investing, Modern Marketing, The Quarterly Review

The Quarterly Review: How Acorns’ CFO Seth Wunder turns insights from market research into products and brand awareness

  • In this edition, we check back in with Acorns' Seth Wunder about how his plans to distill market research done by the firm into product development panned out.
  • Wunder breaks down how the firm has been enhancing its current product suite by focusing on GoHenry, and shares plans to release a new app for its Acorns Early product.
Rabab Ahsan | November 12, 2024
Business of Fintech, Future of Investing

Hotspots for investor support: What fintech CEOs are eyeing in the latter half of the year

  • Fintech CEOs are generally optimistic for the year's second half.
  • Logan Allin, founder and managing partner at Fin Capital, outlined fintech CEOs' key objectives and strategies to mitigate the effects of high interest rates on funding and valuations.
Sara Khairi | August 06, 2024
Future of Investing, The Quarterly Review

The Quarterly Review: The future of portfolio management and AI assistants ft. Public’s Leif Abraham

  • Leif Abraham, co-CEO and co-founder of Public dives into how the firm is planning on adapting to changing investor sentiments and behaviors.
  • Currently Abraham is busy integrating the firm's AI assistant into their investment flow and building new products that better cater to modern portfolios.
Rabab Ahsan | July 15, 2024
More Articles