topic fintech 
The Reformed Broker
NOVEMBER 1, 2022
On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Fintech Fintech Earnings Week – SoFi is out, stock is rallying. ?The Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?
Nerd's Eye View
DECEMBER 18, 2023
As many of you noted in response to our Reader Surveys, most of you choose which content to read or listen to based on headlines and topics that are of interest (and skip the rest). Yet in practice, this means that an article once missed is often never seen again, 'overwritten' (or at least bumped out of your Inbox!)
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Nerd's Eye View
DECEMBER 26, 2022
As many of you noted in response to our Reader Surveys, most choose which content to read or listen to based on headlines and topics that are of interest (and skip the rest). Yet in practice, this means that an article once missed is often never seen again, ‘overwritten’ (or at least bumped out of your Inbox!)
Nerd's Eye View
JUNE 6, 2023
In this episode, we talk in-depth about how, while working with ultra-high-net-worth clients, Adam began to draw his own financial maps to help him better visualize his clients’ complex financial situations on one page (and then realized that by showing his financial planning maps to his clients, they became better engaged in the financial planning (..)
Risk Management Guru
SEPTEMBER 27, 2021
Episodes will feature topics such as: risk management, cyber security, credit risk, market risk, governance, fintech, regtech, risk and compliance, AML, fraud and other related topics. Source: Risk Management Show. The post Risk Management Podcasts appeared first on Risk Management Guru.
Zoe Financial
NOVEMBER 21, 2023
We’ll cover two topics today. Best Online Financial Advisor 2022 Series A Led by Softbank Most Innovative Companies 2022 2019 Annual Fintech Competition Winner Featured by: The post The Wealth Management Digest appeared first on Zoe Financial. minutes Transcript: Welcome to this week’s Wealth Management Digest.
Zoe Financial
NOVEMBER 13, 2023
We have three topics to cover today. Best Online Financial Advisor 2022 Series A Led by Softbank Most Innovative Companies 2022 2019 Annual Fintech Competition Winner Featured by: The post The Wealth Management Digest appeared first on Zoe Financial. The first one is Fidelity’s benchmark study for RIAs that came out recently.
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