All articles tagged Investing (page 5)

Barry Ritholtz Focuses on the “Big Picture” With Data-Driven Wealth Management Tools

Barry Ritholtz Focuses on the “Big Picture” With Data-Driven Wealth Management Tools

In a Nutshell: Barry Ritholtz utilizes data-driven strategies to help investors grow wealth over the long-term through his financial planning and asset management firm Ritholtz Wealth Management. There, he and his team conduct research on behavioral finance and use that data along with best practices in portfolio management to help clients achieve their financial goals. In addition to running RWM, Barry also offers astute, easy-to-follow financial advice on his popular blog The Big... read more »

4.8M Users & $5B Exchanged: How Coinbase is Becoming the Most Trusted Platform to Buy, Sell, and Store Digital Currency

4.8M Users & $5B Exchanged: How Coinbase is Becoming the Most Trusted Platform to Buy, Sell, and Store Digital Currency

In a Nutshell: If ever there was an indication that digitization has hit every part of society, it may be the growing popularity of digital currencies. Thousands of merchants across the globe now accept digital currencies like Bitcoin and Ethereum, and millions of units have been bought and traded. In fact, Coinbase, one of the leading digital currency platforms, has exchanged $5 billion in digital currency to date through their mobile wallet app, consumer site Coinbase.com, and new... read more »

Unbeatable Trading Technology: OANDA Maintains Its Place at the Leading Edge of Forex

Unbeatable Trading Technology: OANDA Maintains Its Place at the Leading Edge of Forex

In a Nutshell: Before the new millennium brought the fintech startup rush, there was OANDA. Launched as the world's first online currency converter in 1996, OANDA brought transparency to a foreign exchange market that was essentially inaccessible to the everyday investor. Over the next 20 years, while startups came and went, OANDA continued to grow and evolve into a global foreign exchange powerhouse, expanding into a cutting-edge individual trading platform, and the exchange and... read more »

On a Mission to Protect & Educate: FINRA Recovered $96.6M for American Investors in 2015

On a Mission to Protect & Educate: FINRA Recovered $96.6M for American Investors in 2015

In a Nutshell: The Financial Industry Regulatory Authority (FINRA) protects investors from unethical practices by enforcing rules that govern the activity of over 640,000 brokers from nearly 4,000 securities firms. A financial watchdog, the disciplinary and regulatory agency imposed about $95 million in fines to brokers and dealers while also recovering close to $97 million for investors in 2015. The FINRA Investor Education Foundation, a subsidiary of FINRA, recently released its... read more »

Good Financial Cents™ — A Financial Boot Camp Preparing You to Invest, Save, & Retire

Good Financial Cents™ — A Financial Boot Camp Preparing You to Invest, Save, & Retire

In a Nutshell: If you want to retire comfortably, you should start making a plan today, but most people don't know where or how to start. To make sense of your finances, Good Financial Cents offers conversational advice about insurance, investments, credit cards, and Roth IRAs. Jeff Rose, a retired infantry soldier and certified financial planner, compares personal finances to a battleground that many are unprepared to face. For him, procrastination and ignorance is the enemy,... read more »

National Association of Personal Financial Advisors (NAPFA): 2,700+ Members Committed to Holistic Fee-Only Advising

National Association of Personal Financial Advisors (NAPFA): 2,700+ Members Committed to Holistic Fee-Only Advising

In a Nutshell: In a financial world so often muddled by commissions and sales goals, the National Association of Personal Financial Advisors (NAPFA) strives to be a beacon of integrity by uniting fee-only advisors. Members renew their commitment to the guiding principles of the NAPFA Code of Ethics and Fiduciary Oath, which includes the conviction that financial advice should not just be focused on investing but provides a more holistic approach to financial planning. Because of the... read more »

Fidelity® Rewards Visa Signature® Card: Cash-Back Rewards that Earn Compounding Interest, Now with Visa Signature Benefits

Fidelity® Rewards Visa Signature® Card: Cash-Back Rewards that Earn Compounding Interest, Now with Visa Signature Benefits

In a Nutshell: The Fidelity® Rewards Visa Signature® Card lets its users enhance their future spending with cash-back rewards that can be deposited into one of five Fidelity investment accounts. Fidelity's current 500,000 cardholders save an average of $1,500 annually toward their retirements, children's college funds, and other future goals. With a "set it and forget it" solution to investing, the Fidelity® Rewards Visa Signature® Card offers the opportunity to save without... read more »

Prosper Marketplace Lending: Fair Interest Rates for Borrowers & Competitive Returns for Investors

Prosper Marketplace Lending: Fair Interest Rates for Borrowers & Competitive Returns for Investors

In a Nutshell: The Prosper Marketplace connects people who want to borrow money with those that have money to invest. These loans have fair interest rates, better terms, and superior convenience over a traditional bank loan. Prosper is the original marketplace lender with over $6B in funded loans to date, and anyone who meets the qualifying criteria can invest in a Prosper loan with as little as $25. Having grown by nearly 1,500 percent in recent years, Prosper is recognized as... read more »