If you make a living in finance, you understand the concept alphaPerhaps from hard-earned personal experience, we know how important that edge is.
Maybe your edge isn’t what it used to be. Or you may have trouble spreading it. Or maybe you feel pretty confident about where you are, but worried about what the future holds.
Either way, to stay ahead of the competition, you need accurate and comprehensive sources of information and intelligence, and if you serve retailers and institutional investors directly, satisfy them. I have to keep letting it go. Because the industry doesn’t need to be called unforgiving.
Below is a list of seven lesser-known (or simply overlooked) resources for financial professionals and sophisticated investors. Find out which (if not all) can work for you.
1. PE hub
PEHub is one of the premier digital publications focused on private companies and private company investors. Used to find information about Personnel change, investment rounds, product launches, and other activities not covered in mainstream financial press. It’s an easy way to stay ahead of fellow investors who rely on well-known resources such as Bloomberg’s private company directory. It’s a great database, but it lacks the breadth of news and depth of analysis of his PEHub and its ilk.
2. Barons
Barron’s name is familiar to seasoned financial professionals. Perhaps you already have a subscription.
Barron’s makes this list because, despite being relatively well-known, it’s often overlooked. When the competition (and fragmentation) in financial media was low, it was as dependable as the Investors Business Daily or the Wall Street Journal. Not so in today’s world of mass market resources like Yahoo Finance and relative start-ups like Seeking Alpha.
This is disappointing, as Barron’s continues to be a source of consistently high-quality, secondary insights that are often difficult to find elsewhere, as well as general financial news. The columnists know their domain inside out and the curation is excellent. Even if you disagree, you can at least trust the perspectives you find here.
3. Morning Brew
Whether or not Morning Brew is ‘little known’ at this point is debatable. It is one of the most popular financial newsletters he has with millions of active subscribers. However, it remains an underdog behind the best financial newsletters such as The New York Times, Bloomberg and The Wall Street Journal. Add it to your morning routine. It takes less than 5 minutes. Get important background information for your day.
4. Paladin Registry
The Paladin Registry, officially known as Paladin Research and Registry, connects individual investors with fiduciary financial advisors. While its mission aligns more with consumers than with financial professionals, Paladin is becoming increasingly popular with independent advisors who are struggling to compete with larger wealth managers and low-cost automated investment platforms. It has become an important digital directory.
And because Paladin holds the hand of prospective investors in choosing their advisors, the ROI of listing is higher than you could reasonably expect from FINRA’s BrokerCheck resource or poorly curated private resources. much higher.
5. Benzinga
Benzinga is a private digital publication focused on all things investing, from basic definitions and concepts to advanced trading techniques and company analysis. Like any digital investment publication, it’s a pretty vibrant (and noisy) space, and it takes a certain amount of self-curation to get the most out of it. But it’s a given for experienced investors.
6. Seeking Alpha
Seeking Alpha is another private digital publication focused broadly on investing.Seeking alpha features, like Benzinga noisy It’s among the good stuff, but there’s a lot worth unlocking here if you’re willing to put in the effort. I have it. And while expensive, the premium plan does the trick—Seeking Alpha gates most of the advanced and cutting-edge content.
7. Sachs
Zacks has its own online brokerage and financial advisory division, but is also an active publisher on a par with Seeking Alpha and Benzinga.Very good at sector-specific news and analysis — this oil and gas industry news page is representative, but you’ll find plenty of individual stock and fund picks here as well.
Build your finance reading list now
These 7 resources will help you maintain and perhaps increase your edge in one of the toughest games. They aren’t the only things you can and probably should use for this purpose. It’s about staying one step ahead and loving every moment.
