FinTech 🤓 Passionate about all things financial literacy and health. CFP®. Former @CharlesSchwab @Viseinc @MITSloan. NYC2SF2NYC. Opinions my own.
Joined October 2011
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Such an honor to sit down with @nicolecasperson and chat all things #wealthtech
Special thanks to @StreetCred_PR for making the intro ☺️
In this episode of Humans of Fintech @nicolecasperson sits down with Head of Marketing at @SeedsInvestor Vered Frank to discuss how she found belonging in fintech & how advisors can align money with meaning to form deeper, stronger client relationships.❤️open.spotify.com/episode/3Lu…
Thank you @NYCFintechWomen for featuring me! It was so much fun to get to paint a picture of a day in my life as a #productmarketer at @vise.
nycfintechwomen.com//post/fi…
In the celebrity world of over the top social posts(ugh!!) I so appreciated seeing this from @awkwafina ❤️ #finhealth #financialliteracy
I support this and get it but amazed that it comes before a focus on teaching financial literacy in schools which can have a tremendous benefit as well 🤷♀️ #finhealth morningconsult.com/2021/12/0…
When @TheCut nails it! Yes, “the Bar is in Hell” indeed 🤦♀️ instagram.com/p/CVDmkAqNrMk/…
Approx $21T mutual fund assets - 75% of which are controlled by 3 companies. ETFs are a bit better - 90% controlled by 5 companies. But this trend of MF —> ETFs will skew concentration back into the hands of a few managers. Time to decentralize investing. thinkadvisor.com/2021/06/15/…
The Wall Street Journal reaches just over 3 Million readers.
TikTok videos tagged #stocktok were watched 1.6 Billion times. Those tagged #personalfinance more than 4.5 Billion views 🤯
Love seeing the increase in engagement around investing ❤️
#fintok linkedin.com/posts/viseinc_m…
Just one of many great learnings from @fintechjunkie as part of announcement of @QEDInvestors new fund. If you ❤️ all things #fintech and don’t follow him already - start today!
4/29: Insight #2: Shipping code is life. Great companies ship high quality code frequently. The compounding effect over time is critical and an advantage that shouldn’t be underestimated.
“Banks are giants, they hold the might. Yet slow to move, here lies their plight.”
Think about how demand for mental health professionals has skyrocketed. People want trusted and expert guidance to navigate an increasingly emotional complex world. Money is personal and emotional. #fintech can help advisers do what they do best and so they can more people.
Rise of robo-advisors was predicated on the idea that Millennials would eschew human advisors for #FinTech.
In practice, Millennials becoming the MOST desirous for a human financial advisor...
"Survey: Millennials Increasingly Turn to Financial Advisors" bit.ly/3zpOvav
Great piece from @rshevlin! The end nailed it - the fact that the next generation of investors are making it fun is a good thing. A great thing! That’s the key to access. So long as education is part of the story 🧐#fintech #finhealth forbes.com/sites/ronshevlin/…
How fintechs are tackling racial and gender wealth gaps. Technology can accelerate access and inclusion. #fintech #wealthmanagement #finsvcs #finhealth investmentnews.com/how-finte…
Vered Frank retweeted
In 2020, JPMorgan’s overdraft fees ($1.5B) was more than Coinbase’s entire revenue ($1.3B). 👀
I mean ... it's times like these that being nerdy seems pretty darn fun 😆 Well done @damienmiller 👏
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Thank you so much for posing this question @sairarahman 🙏 Reading this thread is a reminder of how much financial freedom matters and why I’m devoted to improving financial health. And thank you all for sharing your stories! #finhealth #fintech @CFPBoard
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Gen Z And #Millennials are 2 generations of investors wary #wallstreet but “surface-level commentary obscures the important differences—and similarities—between generations.” #fintech #investing #finhealth #finfreedom fa-mag.com/news/gen-z-and-mi…
Banks collected an estimated $30B in overdraft fees last year (all time high was $33.3B in 2016)
You mean all those fun flashy super hip 'all the cool kids are using them' neo banks haven't made a dent in this number? Clearly more work to do in #fintech rollcall.com/2021/04/08/over…
So disheartening to see that this is still a thing women do - defer to spouses on #money issues 😳
ubs.com/us/en/wealth-managem… via @UBS #finhealth
