ייתכן שפודקסט זה לא יוציא פרקים חדשים יותר, וייתכן שחלק מקבצי השמע אינם תקינים. Maybe this podcast has a new rss feed?

על אודות פודקאסט זה 🔗

תדירות עדכון:
monthly
אורך אודיו ממוצע:
26 minutes
אנגלית
ארצות הברית
13 פרקים
מאז 19 בינואר 2021
episodic

הפרק החדש ביותר 🔗

Sean dives back into the world of crypto, talking to  Mike Reust, president at Betterment, and Jesse Proudman, Makara CEO, about Betterment's purchase of Makara. They discuss how important crypto has become to portfolios and Makara’s future plans.  Guest Bios:  Jesse Proudman is a Seattle-based en‮…

חיפוש פרקים ישנים

חפש פרקים קודמים של tech STACK$.

פרקים קודמים

In this episode, you’ll hear:  What are alternative investments and why are they so popular? How is fintech bringing down investment minimums? What are some of the most interesting investments available to clients? Are the investments only open to accredited investors? Are alt fintechs licensed b‮…

Putting the fee in free

In this episode, you'll hear:  What are cash sweeps? Comparison of these portfolios with "regular" portfolios — how many millions did Schwab investors lose? What does it mean for robo-advisers writ large? What is the proper role of cash in a portfolio — how does it compare to Schwab’s methodology‮…
In this episode, you'll hear conversations with: Anthony Scaramucci about Bitcoin and why advisers must pay attention to crypto Kevin O'Leary about crypto and compliance Matt Hougan on the connection between crypto and advisers Sarah Kunst on tech startups and the current landscape Related Articl‮…

Risk takes center stage

In this episode you'll learn about: The increased interest in risk. How biases of all kinds affect our interpretation of risk. The need for advisers to offer risk assessment. The technology tools helping advisers offer better and more appropriate risk measurements.  Related Article:  Fintech read‮…
Related Article:  Alternative investment sales skyrocket in 2021 Guest Bios:  Milind Mehere: Serial entrepreneur, builder, thinker, angel investor, husband, and father. Milind is the Founder and CEO of YieldStreet and is on the mission to change the way wealth is created. A serial tech entrepreneu‮…
In this episode you'll hear: How ransomware attacks jumped 300% in 2020 over 2019. Ways reputational risk can be worse than the ransom demanded to unlock files. What cybersecurity guidance the SEC has issued. What advisers should be able to prove regarding how they are addressing risks. How to tr‮…

WTF are NFTs?

In this episode you'll hear What are non-fungible tokens. NBA top shot. The advisers connection to NFTs. Musicians and collectors using NFTs. Educating clients on NFTs now, and advising on it down the road. The frothy hype cycle. This episode is sponsored by: CoinDesk is the media platform for th‮…
In this episode, you'll hear about The rise of free trading apps and gamification of investing. Can financial education be gamified? The power of saving and budgeting. 'Nudges' vs 'Sludge.' Does TikTok provide an important clue to unlocking financial education? The role of advisers. Nicole and Se‮…
In this episode, you'll hear about What is TikTok #personalfinance is getting more play on social than fitness or health tips The risks  of 'degenerate' trading showcased on TikTok How one former CFP grew to over 2 million followers on TikTok NYC adviser Doug Boneparth's strategies for using twit‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-InvestmentNews, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.