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  • E*Trade's Online Advisor Hopes to Lure DIY Investors [View article]
    Thanks for the comment, Henry. I tend to agree with you. These tools are still in their infancy, especially consumer-facing ones and the trick is integration. The first discount house -- by the way, they should now be seen as investment platforms -- to get providing professional-grade advice through automation should reap a lot of assets. It'll be interesting.
    Jun 10 01:17 am |Rating: 0 0 |Link to Comment
  • E*Trade's Online Advisor Hopes to Lure DIY Investors [View article]
    Hi Geoff,
    Thanks for the nice feedback. This was by no means an exhaustive piece on the space. Rather, I saw it as a product review which I tried to put into context.

    Clearly, FinancialEngines and your work are much more rigorous in this space. Online Advisor is a tool that fits well into E*Trades larger platform. E*Trade has approached this exactly this product as a service they've layered on top of a trading platform. FinancialEngines -- at its heart -- is providing portfolio guidance.
    Jun 09 16:07 pm |Rating: 0 0 |Link to Comment
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