Marketing retirement solutions to young consumers

Marketing retirement solutions to young consumers

Highlighting the benefits of long-term financial strategies, and making finance accessible, are core components of the most successful initiatives.

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Solving for community-bank ops

Solving for community-bank ops

With their sights set on regaining market share—and with banking operations under increasing scrutiny from regulators after bank failures in 2023—community banks are bound to undertake major operational overhauls in the coming years.

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Solving for financial mindfulness

Solving for financial mindfulness

According to Courtney Cardin, Aura’s Co-Founder, many US consumers can engage in high-awareness or high-acceptance practices, but often lack the ability to merge the two.

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How the meme stock craze changed trading-platform operations

How the meme stock craze changed trading-platform operations

While regulations have been slow to react to the meme stock craze, some key components to trading-platform ops have fundamentally changed over the past two years.

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Three takeaways from the House Financial Committee report on meme stocks

Three takeaways from the House Financial Committee report on meme stocks

In the wake of the r/wallstreetbets fiasco, lawmakers rallied to make sense of the technology—as well as the laws—that made such volatile market behavior possible.

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How trading platforms have grown since the meme stock craze

How trading platforms have grown since the meme stock craze

While the ultimate victims were retail traders who saw their savings wiped out, trading platforms also suffered major damage—both financial and reputational. 

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How trading platforms are maturing along with their investors

How trading platforms are maturing along with their investors

According to Sam Nofzinger, Public’s GM of Brokerage + Crypto, how user demographics change—and the extent to which these users mature—have hinged upon the kinds of trading platforms available to them.

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Fintech’s Great Reappraisal

Fintech’s Great Reappraisal

Sarah Lamont is an Associate at F-Prime Capital, where she focuses on early-stage investments in fintech.

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Building startups as a VC with Team8

Building startups as a VC with Team8

In an interview with The Financial Revolutionist, Team8 Partner Liran Amrany describes Team 8’s mission, makes the case for VCs building—rather than just giving money to—promising startups, and outlines the operational steps that make this investment strategy a success.

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Marketing three times with Percent

Marketing three times with Percent

According to Jessica Zall, Chief Marketing Officer at Percent, the startup is unique from other private-credit and fundraising platforms by bringing all three market participants together—underwriters, borrowers, and investors—and not just a subset thereof.

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A pitch for early-stage fintech with Cambrian

A pitch for early-stage fintech with Cambrian

According to Rex Salisbury, Founder and General Partner at Cambrian, capital and labor conditions make it a particularly promising time to invest in early-stage fintech startups. 

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Why are older women invisible to HealthTech?

Why are older women invisible to HealthTech?

Sharon Carothers leads the SensisHealth practice after two decades of consulting and leadership positions at The Lewin Group, American Legacy Foundation (now Truth Initiative), and Booz Allen Hamilton.

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The future of healthcare-focused fintechs with Distributed Ventures

The future of healthcare-focused fintechs with Distributed Ventures

According to Shawn Ellis, Managing Partner at Distributed Ventures, the marriage of fintech and healthcare can fundamentally alter how the medical sector operates and how patients navigate the healthcare space.

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AI and the future of financial advisors with Q.ai

AI and the future of financial advisors with Q.ai

According to Jason Mountford, Trend Analyst at Q.ai, the use of artificial intelligence in the financial advisor space is “an untapped area.”

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How regulation shapes financial-advisor fintech

How regulation shapes financial-advisor fintech

Though financial advisors have existed in various forms over the centuries—as accountants, lawyers, bankers, and others—the financial planning field has, since its genesis, been a standardized and compliance-oriented space.

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