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Kalen Holliday
Director of Marketing & Communications
1.866.825.3005 – Option 4
Interactive Advisors in the news
Investopedia | September 19, 2019
Investopedia reviewed more than 30 Robo-advisors and ranked Interactive
Advisors among the "Best of Robo-Advisors". Interactive Advisors also won
praise for its socially responsible investment options and the services and
tools it provides for sophisticated investors.
PR Newswire | July 12, 2019
Global X ETFs launched two proprietary ETF model portfolios on the Interactive Advisors platform, a China
Sector ETF portfolio and an Equity Thematic Disruptors portfolio.
Investor's Business Daily | January 28, 2019
In the Investor's Business Daily 7th annual ranking of online brokers, Interactive Brokers was ranked #3
overall. The company, which is Interactive Advisors affiliated broker dealer, also ranked #1 in 4
categories, including low commissions and fees and breadth of product.
US News & World Report | October 17, 2018
Interactive Advisors offers a "smorgasbord" of active and passive investment options with fees ranging
from 0.08 to 1.5 percent.
AdvisorNews | July 2018
The model portfolio market is growing quickly and there are benefits for both investors and advisors,
notes Joe Sullivan, director of manager relations for Interactive Advisors. Investors get access to
tactical shifts from some of the best institutional investment committees and advisors can access
portfolios for their clients at low cost.
Seeking Alpha | March 25, 2018
During high volatility periods, some sectors can significantly under-perform the overall market, says Joe
Sullivan, a Director at Interactive Advisors. In such situations, using investment strategies that provide
opportunity for broad-based and diversified sector exposure can be beneficial long term.
Barron's | March 24, 2018
Interactive Brokers, the affiliated broker-dealer of Interactive Advisors, won first place in Barron's
23rd annual ranking of The Best Online Brokers. The article notes that the company offers a robo-advisory
service - Interactive Advisors - for less active traders. The unit offers a range of portfolios including
13 index tracking portfolios.
Barron's | March 24, 2018
Interactive Brokers, the affiliated broker-dealer of Interactive Advisors, won first place in Barron's
23rd annual ranking of The Best Online Brokers. The article notes that the company offers a robo-advisory
service - Interactive Advisors - for less active traders. The unit offers a range of portfolios including
13 index tracking portfolios.
TheStreet | September 25, 2017
Interactive Advisors discusses key things to consider prior to selecting a financial advisor.
Brobible | September 5, 2017
With robo-advisors, you can also invest online, anytime, explains Kalen Holliday. Holliday is a director
at the robo-advisor firm Interactive Advisors . "If you have young kids to tend to during the day or work
in an office surrounded by coworkers who you don’t want knowing you’re taking time off during the day to
invest, investing online is better than having to call your broker between 9 AM and 5 PM. You can go
online anytime and see how your investments are performing."
Finance Feeds | July 11, 2017
Online investing expert Covestor, a part of Interactive Brokers Group, Inc. (NASDAQ:IBKR) plans to change
its name to Interactive Advisors.
Finance Feeds | July 11, 2017
Online investing expert Covestor, a part of Interactive Brokers Group, Inc. (NASDAQ:IBKR) plans to change
its name to Interactive Advisors.
YouTube | June 08, 2017
Watch this webinar to find out more about Smart Beta and what's behind the soaring popularity of Smart
Beta investment products.
YouTube | April 25, 2017
Explore the benefits of Interactive Advisors Smart Beta Quality Portfolio.
WealthManagement.com | March 29, 2017
Interactive Advisors, Interactive Brokers’ robo advisor, recently made its new Smart Beta Portfolios
available to the custodian’s advisors. The portfolios are managed in-house by Interactive Advisors
investment management team led by Chief Investment Officer Sanjoy Ghosh. They cost eight basis points.
YouTube | March 23, 2017
Interactive Advisors Smart Beta portfolios find the sweet spot between passive exchange traded funds and
actively managed funds and provide advantages over both.
Barron's | March 18, 2017
Interactive Advisors broker-dealer affiliate Interactive Brokers ranked among top three brokers. IB wins
praise for low cost trades. Article mentions Interactive Advisors new Smart Beta portfolios, which have
low investment minimums of $1,000 and low fees of 0.08%.
Barron's | March 18, 2017
Interactive Advisors broker-dealer affiliate Interactive Brokers ranked among top three brokers. IB wins
praise for low cost trades. Article mentions Interactive Advisors new Smart Beta portfolios, which have
low investment minimums of $1,000 and low fees of 0.08%.
Financial Advisor | March 10, 2017
Profile story discusses how Interactive Brokers has expanded products and services for registered
investment advisors. Advisors using Interactive Brokers now have a robo platform, Interactive Advisors,
which was acquired in 2015 and offers actively managed portfolios at low fees.
Business Wire | February 23, 2017
Interactive Advisors introduces unique products that combine the advantages of actively managed mutual
funds and the low costs of exchange traded funds. The portfolios have low fees and low minimums and
provide broad market exposure.
Fox Business | January 23, 2017
Investors are enchanted by Smart Beta strategies. Smart Beta assets under management have more than
doubled since 2012, and now top $500 million, according to Morningstar.
Fox Business | January 05, 2017
Portfolio diversification is one of the most basic maxims in investing.
Finovate | December 22, 2016
Hybrid roboadvsiers such as Interactive Advisors offer actively managed portfolios and personalized
conversations blended with computerized portfolio recommendations. Business Insider expects hybrid
roboadvisors will manage 10% of all investable assets by 2025.
Business Insider | December 15, 2016
Companies such as Interactive Advisors make Business Insider list of "Fintech companies to know".
Seeking Alpha | October 18, 2016
Interactive Brokers customers may partition their account and invest a selected amount of money in
portfolios offered by IB's Interactive Advisors subsidiary.
The Wall Street Transcript | March, 2016
Interactive Brokers Chairman Thomas Peterffy discusses IB’s acquisition of Interactive Advisors and plans
for expansion.
Portfolio manager publicity
Business Insider | December 31, 2018
Gerry Sparrow, portfolio manager of the Sparrow Growth Fund, is featured. Gerry also runs three portfolios
on the Interactive Advisors marketplace. Clients can copy the trades Gerry makes in his own portfolios for
a minimum investment of just $20,000 and an annual management fee of 1.0%.
US News & World Report | December 17, 2018
Interactive Brokers portfolio manager Yale Bock selected Live Nation, a ticketing, artist and performance
company, which he believes has excellent prospects for growth, particularly internationally.
US News & World Report | November 11, 2018
Marc Werres and Owen Wilson, who both manage portfolios on the Interactive Advisors marketplace, comment
on the election.
US News & World Report | February 9, 2018
Interactive Advisors portfolio managers Yale Bock and Ron McCoy weigh in on their stock selections. Bock
picks Apple as a good portfolio addition and McCoy says Exxon is a great choice.
US News & World Report | January 29, 2018
Interactive Brokers portfolio manager Vahan Janjigian explains why he believes IBM is a very attractive
stock.
TheStreet | January 23, 2018
Yale Bock, an Interactive Advisors portfolio manager, says risk averse investors should watch Tesla stock
from the sidelines.
TheStreet | January 17, 2018
Relying on social security is not a good option, says Ron McCoy, who runs a portfolio on the Interactive
Advisors marketplace.
TheStreet | December 11, 2017
Interactive Advisors portfolio manager Charles Sizemore says lack of volume on targeted ETFs can be
troublesome. He says the headache and extra management fees of small funds are often not worth it when you
can purchase the underlying holdings instead.
Financial Advisor | December 1, 2017
US stocks have outperformed stocks oversees for the past 10 years, says Charles Sizemore, a portfolio
manager for Interactive Advisors. However, he notes that there’s growing interest in international
equities, particularly among Variable Annuity providers.
US News & World Report | November 14, 2017
For stodgy but reliable stocks, portfolio manager Barry Randall likes 3M while portfolio manager Vahan
Janjigian picks IBM.
CNBC | November 10, 2017
Some analysts aren't bullish on Japan. For example, Charles Sizemore, who manages a portfolio for
Interactive Advisors, sees Japan as a short-term trade and not a viable long-term investment.
TheStreet | November 8, 2017
Stocks may get even cheaper when the markets correct, notes Ron McCoy, an Interactive Advisors portfolio
manager.
TheStreet | October 26, 2017
Contributions to retirement accounts should remain tax deductible as it motivates people to save rather
than rely on the government when they're older, says Ron McCoy, a portfolio manager of the LOWS strategy
on Interactive Advisors.
TheStreet | October 21, 2017
Interactive Advisors portfolio managers Fariba Ronnasi, Ron McCoy Sreeni Meka and Yale Bock share their
rules for investors who experience a market crash similar to the one on Black Monday.
US News & World Report | September 26, 2017
"Facebook's foray into virtual reality has been disappointing: No breakout or killer application and an
experience that leaves a significant fraction of users feeling nauseous," says Barry Randall, technology
portfolio manager for Interactive Advisors. "Facebook's failure thus far has opened the door to major
competitors, including Sony and Samsung."
TheStreet | September 19, 2017
Ron McCoy, portfolio manager of the Leveraged Options Writing Strategy portfolio on IBKR02 Asset
Management, said IRA loans are not really advisable, but may be an option after a disaster. "Someone
should lobby Congress to pass a bill to allow people who have been affected by the storms to extend the
rule to up to a year rather than the current 60 days. People shouldn't be penalized for taking out their
own money in a retirement account because of a disaster. It's just wrong."
US News & World Report | August 28, 2017
Interactive Advisors portfolio manager Barry Randall shares his views on stock splits.
TheStreet | August 02, 2017
As volatility has reached low levels, its impact on stocks and options has been largely ignored until
recently and tobacco stocks have been hit bard. Interactive Advisors portfolio manager Ron McCoy explains
the impact on options.
Fox Business | May 02, 2017
When you are an active money manager, you need skill sizing up individual companies explains Interactive
Advisors portfolio manager Yale Bock.
TheStreet | April 30, 2017
While some wealth managers hire others to manage their money, Interactive Advisors portfolio manager Rick
Tonge takes another tack. He invests one way and has 100% of his investable assets invested. He prefers to
have his money in the same risk and be in the same position as clients because having skin in the game
gives him the same perspective as his client.
TheStreet | April 30, 2017
Interactive Advisors portfolio managers Barry Randall and Ron McCoy explain how to goodwill impacts
stocks.
TheStreet | April 28, 2017
Current heft valuations are reminiscent of dot com stocks in 1999 when many stocks also reached large
market caps, says Ron McCoy, portfolio manager for the Leverage Options Writing Strategy on Interactive
Advisors.
TheStreet | April 18, 2017
Instead of buying options, selling them might be a better way to hedge against volatility, said Ron McCoy,
a portfolio manager of the Levered Options Writing Strategy on Interactive Advisors. Current heft
valuations are reminiscent of dot com stocks in 1999 when many stocks also reached large market caps, says
Ron McCoy, portfolio manager for the Leverage Options Writing Strategy on Interactive Advisors.
US News & World Report | April 17, 2017
Michael Kramer, a portfolio manager on Interactive Advisors, says overall numbers Netfix reported seem
solid, with subscriber growth still showing growing in the international market.
US News & World Report | April 11, 2017
Philip Morris (PM) has a new IQOS smokeless cigarette that Interactive Advisors portfolio manager Gerald
Sparrow says may be a big hit.
US News & World Report | March 21, 2017
Interactive Advisors portfolio managers Tyler Kocon and Yale Bock share their outlooks on the energy
sector.
TheStreet | March 16, 2017
Interactive Advisors portfolio manager Ron McCoy says going to all cash can be a costly mistake.
Fox Business | February 13, 2017
Column on momentum investing by Interactive Advisors portfolio manager Charles Sizemore.
TheStreet | February 13, 2017
Interactive Advisors portfolio manager Ron McCoy explains how selling puts in Twitter has helped generate
returns for his LOWS portfolio on Interactive Advisors.
US News & World Report | January 31, 2017
Interactive Advisors portfolio managers pick two of the seven stocks. Barry Randall selects Check Point
Software Technologies and Yale Bock picks BP.
TheStreet | January 27, 2017
Interactive Advisors portfolio manager Ron McCoy says given the drubbing BMY saw last week, he likes
several options plans on Bristol-Myers Squibb.
YouTube | January 25, 2017
Video Q&A with Interactive Advisors portfolio manager Barry Randall, manager of the Crabtree
Technology portfolio. Barry explains how he got interested in investing in the tech sector.
Seeking Alpha | January 11, 2017
Interactive Advisors portfolio manager Mark Holder says General Motors looks to break out of trading flat
for three years.