Next-Generation Investing: Online Startups and the Future of Financial Advice is the first comprehensive study on the investing- and personal finance-related startups that have emerged in the wake of the financial crisis. Due out this October, the study represents the culmination of nearly two years of research by CI’s Grant Easterbrook, encompassing over 100 online startups pioneering a wide variety of unique investment ideas. Grant is a recognized expert in the field who has been cited in such outlets as the Wall Street Journal, the New York Times and Reuters.
The full study will include:
- Detailed analysis of nine unique investment product and service offerings including algorithm-based advice, trade mimicking, online-only financial advisors, real estate crowdfunding and more.
- Profiles of innovative online startups challenging the traditional models of investing and planning.
- An examination of the potential impact these innovative ideas will have on the investment industry.
For more information on the study, contact Grant at 212-832-2002 x-131 firstname.lastname@example.org.
The preview includes a teaser for one of the topics discussed in this study – algorithm-based investment advice using account aggregation – and a profile of Jemstep, a leading provider of algorithm-based advice. Please use the button below to download your free preview of Next-Generation Investing: Online Startups and the Future of Financial Advice: