Tag: digital investments

In Pursuit of Comprehensive Financial Wellbeing with Betterment

Jon Stein is the Founder and CEO of Betterment, one of the world’s leading digital investments companies. We first connected with Jon in January 2018 in a great episode that’s still very relevant today. Since then, Betterment has added $4 billion in assets under management to its platform and today, they’re launching checking and savings accounts as […]

Maintaining the Edge in an Evolving Market with BlackRock and Hargreaves Lansdown

The investments space is changing as fast as any other financial services vertical, with roboadvisors, free stock trading apps, contextual behavioral experiences, software automation, AI, new pricing structures and crypto all shaping the future direction of the industry. Today, we discuss the current state and likely future of the space with two of the leading […]

The Past, Present and Future of Roboadvisory with Nick Hungerford

Nick Hungerford is the founder of Nutmeg, the UK’s leading roboadvisor. Nick founded Nutmeg in 2011 and ran it for five years. Currently, Nick is a partner at Portag3 Ventures and serves on the boards of Nutmeg, multiply.ai and Hong Kong based digital bank Neat. In addition to the insights we deliver through our podcast […]

When Will Digital Investing Hit Its Stride?

Lex Sokolin started a roboadvisor way back in 2009, which was eventually sold to AdvisorEngine. As a result of that experience, and the strategy and advisory work he’s done since, Lex has unique insight into the evolution of the digital investments space, one of the fastest moving areas of fintech today. If you enjoy today’s episode, please leave us a review […]

Free Stock Trading and the Retail Investor Mindset

Adam Dodds is the Founder & CEO of Freetrade, a free stock trading app and part of the trend toward intuitive, low cost retail investment solutions. This is an interesting discussion around providing value to customers, and what that means, especially in complex industries like investments. This episode feels less like a stand alone conversation and more like another instalment in […]

Are Retail Investment Offerings Fit for Purpose?

Historically characterized by high fees and questionable objectivity, retail investments are going through a transformation as the likes of Robinhood, Betterment, Scalable Capital and others bring compelling digital offerings to market. Richard Theo is the co-founder and CEO of Wealthify, one of the UK’s leading roboadvisors. With a background in technology and computer science, Richard started Wealthify in 2014 to take […]

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