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SOBRE ESTE PODCAST 🔗
InvestmentNews takes you inside the world of financial technology. FinTech reporter Nicole Casperson and Editor Sean Allocca host this monthly podcast. Building off interviews with tech insiders and incorporating their own expertise, each episode will delve into an important topic to shine a light on what is happening in tech, what’s next, and what you need to grow your business and your stack.
Frequência de atualização:
monthly
Duração média do áudio:
26 minutes
Inglês
Estados Unidos da América
13 episódios
desde 19 de Janeiro de 2021
episodic
ÚLTIMO EPISÓDIO 🔗
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 ent…
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EPISÓDIOS ANTERIORES 🔗
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 by…
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 Article…
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 readi…
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 entrepreneur…
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 tra…
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 the…
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 Sea…
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 twitt…
Aviso: O podcast e a arte incorporada nesta página são de InvestmentNews, que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
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