Podcast appearances and mentions of nicole casperson

  • 26PODCASTS
  • 52EPISODES
  • 36mAVG DURATION
  • ?INFREQUENT EPISODES
  • Dec 4, 2023LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about nicole casperson

Latest podcast episodes about nicole casperson

Fintech Insider Podcast by 11:FS
808. News: J.P. Morgan eye growth in Abu Dhabi and Check tackle payroll fraud

Fintech Insider Podcast by 11:FS

Play Episode Listen Later Dec 4, 2023 68:03


Our expert host Kate Moody is joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Andrew Brown, CEO & Co-Founder at Check Stew Cofer, Head of EMEA Payment Specialists & Embedded Finance at J. P. Morgan Nicole Casperson, Founder & Author at Fintech Is Femme We cover the following stories from the fintech and financial services space: Check Launches New Tools to Help Build and Scale Payroll Businesses J.P. Morgan plans to expand presence in Abu Dhabi Australian banks roll out new scam protection measures with the Scam-Safe Accord Kroo Bank surpass £2 million in their first round of crowdfunding Embedded sustainability fintech ekko and Tusk curate portfolio of African conservation projects BNPL fuels an all-time spending record for Cyber Monday Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Andrew Brown, Nicole Casperson, and Stew Cofer.

PRess Play: The StreetCred Podcast
Breaking Through Traditional Boundaries and Amplifying Women in Fintech with Nicole Casperson (Ep. 7)

PRess Play: The StreetCred Podcast

Play Episode Listen Later Oct 6, 2023 52:51


Why did Nicole Casperson start Fintech is Femme? Because there was no media brand solely focused on delivering exceptional fintech analysis while amplifying the voices and causes of women and other diverse industry participants. So, she created one.  In this episode, Elena Krasnow and Jimmy Moock welcome Nicole Casperson, a well-known fintech journalist and founder … Read More Read More

For Fintech's Sake
Nicole Casperson, Fintech Is Femme

For Fintech's Sake

Play Episode Listen Later Sep 27, 2023 60:52


Community is about having people in your corner, and at Fintech Family Hour we are all about building our corner in the industry.On episode 101, we grow that corner by launching our first ever Co-Cast! Nicole Casperson of Fintech is Femme and I recorded an amazing conversation and have half on this feed and half on hers, which you can find on Humans of Fintech.On my side of the mic, we cover Nicole's process for creating content, breaking the glass ceiling in Fintech, how to build a community, her fashion inspo, and a ton more.Enjoy!Links:Fintech is FemmeNicole on IGNicole on LinkedInNicole on TwitterTopics:(00:01:16) Everything is content(00:05:48) Nicole's process for writing her newsletter(00:09:36) Did you have a glass ceiling to break through?(00:15:00) Making feminine content appealing to all (00:19:46) Learning how to build community(00:24:51) Do you consider your Real Talkers friends?(00:31:14) What additional value do you create with paid subscribers?(00:39:25) What do you wish men were doing more in Fintech?(00:44:11) Does it ever seem like some men are theatrically feminist?(00:46:00) How do you think about fashion?

Humans of Fintech
S6 Ep4: A Global Perspective on Embedded Finance, with Ahon Sarkar

Humans of Fintech

Play Episode Listen Later Aug 30, 2023 50:05


What does the future of embedded finance look like in countries experiencing a financial revolution, with cultural norms so different from our own? General Manager to Helix, Ahon Sarkar, chats with Humans of Fintech host Nicole Casperson about the homogeneity of cultural spending across the world, including the rising appetite for greater access to wealth management in India, South Korea, and India.  Plus, Ahon and Nicole discuss the challenges niche embedded finance companies face in creating a sustainable business model and generate a few potential solutions to solve the drop-off problem.   0:00 Intro 7:10 Nerd Moments in Taiwan 11:10 Cultural Differences 16:20 Niche Play and Adjacencies 22:51 Survival of the Fittest 32:41 International Embedded Finance 40:00 Intraregional Cooperation 44:10 Fintech's Future   Follow Ahon:    LinkedIn: https://www.linkedin.com/in/ahonsarkar/   Follow Nicole:   LinkedIn: linkedin.com/in/nicole-casperson-0820a5133/ Twitter: https://twitter.com/nicolecasperson   And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech   Thank you so much!   You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/   And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

The InvestmentNews Podcast
Doubleheader: Nicole Casperson on free robo-platforms and Todd Rosenbluth on semitransparent ETFs

The InvestmentNews Podcast

Play Episode Listen Later Aug 23, 2023 39:09


Bruce Kelly talks to Nicole Casperson about the proliferation of free robo-platforms across large financial institutions and how they are using these digital tools to cross-sell to their smaller investors. Jeff Benjamin then interviews Todd Rosenbluth, who outlines the odd evolution of semitransparent ETFs. The market demand doesn't seem high, yet more and more of them are being launched. Jeff and Todd dive into the “why.”

The InvestmentNews Podcast
Episode 16: Schwab closes $22 billion acquisition of TD Ameritrade. Nicole Casperson breaks it down

The InvestmentNews Podcast

Play Episode Listen Later Aug 23, 2023 30:18


Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Nicole Casperson to discuss what the Schwab-TD megamerger means for the overlapping custodial platforms. Also on the docket, Morgan Stanley buys Eaton Vance, and a look at whether one financial adviser on the lam is a sign of things to come.

The InvestmentNews Podcast
Episode 5: A closer look at Joe Biden's tax plan and the potential for a financial transaction tax.

The InvestmentNews Podcast

Play Episode Listen Later Aug 23, 2023 37:44


As Joe Biden releases his tax plan, we fold in a deep dive into the odds of a financial transaction tax hitting wealth management. The pace of mergers and acquisitions in the RIA space fell off pace from March through May, but ramped back up in June, suggesting the second half of the year could be on pace with the record levels of 2019. IN technology reporter Nicole Casperson joins the podcast to explain Wells Fargo's challenges getting the TikTok app removed from company-issued devices. And Nicole, who was hired in May, shares her perspective on what it's like to be interviewed, hired, and start a new job without a single in-person meeting with her new colleagues.

The InvestmentNews Podcast
Episode 59: Robinhood IPO and the end of ESG's sparkling performance?

The InvestmentNews Podcast

Play Episode Listen Later Aug 18, 2023 42:51


InvestmentNews' fintech reporter, Nicole Casperson, has become a true expert on all things Robinhood through her reporting, and she joins Jeff and Bruce on Robinhood's IPO day to share her findings. They discuss the companies challenges, where they go from here, and the performance of the IPO itself. Professor Luke Taylor from Wharton joins today's pod to chat about the results of his department's research on the future of ESG performance. Their verdict? The future will not be as bright as the prior two years worth of gains.

The InvestmentNews Podcast
Episode 47: Advisers cautious on crypto; FPA externships 1 year later

The InvestmentNews Podcast

Play Episode Listen Later Aug 18, 2023 44:48


Sean Allocca and Nicole Casperson look at the reasons many advisers are cautious when it comes to digital assets and the disconnect between client interest and adviser willingness. Hannah Moore joins Jeff and Bruce as well to give a one-year update on the FPA's resoundingly successful externship program implemented in response to the outbreak of the Covid-19 pandemic.

The InvestmentNews Podcast
Episode 41: ‘ESG investing is just investing.' Erika Karp's straight talk on ESG & SPACs.

The InvestmentNews Podcast

Play Episode Listen Later Aug 18, 2023 35:59


‘There is no such thing as ESG investing … it's an analytical tool,' says Erika Karp, chief impact officer at Pathstone, and not utilizing it will hurt your investing in the long run. Erika chats with Jeff and Bruce about all things ESG investing, impact, and why it's important for advisers to go beyond the labels. Nicole Casperson joins to discuss SPACs and why so many celebrities are hitching their brand to the SPAC bandwagon.

The InvestmentNews Podcast
Episode 67: Karen Barr from the Investment Adviser Association and what's new in account aggregation

The InvestmentNews Podcast

Play Episode Listen Later Aug 18, 2023 47:22


Karen Barr, CEO of the Investment Adviser Association joins Bruce, flying solo today as Jeff hosts our own RIA summit, to chat all things advisory business. Nicole Casperson joins Bruce to discuss how tech is reshaping account aggregation.

The InvestmentNews Podcast
Episode 56: Kara Murphy's new Kestra role and Blair DuQuesnay on Britney Spears

The InvestmentNews Podcast

Play Episode Listen Later Aug 18, 2023 40:34


Kara Murphy, formerly of United Capital and then Goldman Sachs, recently became the first chief investment officer of Kestra Holdings, which has about $33 billion in assets under management. She joined the podcast to share her plans for the new division she will lead, Kestra Investment Management, which will work the firm's 2,400 advisers on investment selection and advice. Blair DuQuesnay of Ritholtz Wealth Management joined Jeff Benjamin and co-host for this episode Nicole Casperson to discuss takeaways from Britney Spears' public plea to end her 13-year conservatorship.

Standard Deviations
Nicole Casperson - Fintech is Femme

Standard Deviations

Play Episode Listen Later Jul 13, 2023 55:18


Tune in to hear:- Can Nicole speak to the power of podcasts, newsletters and new media and the role these play as she tries to fulfill her personal mission?- Can brands do anything to really humanize and authenticate themselves or do we just favor individual influencers and have a general distrust of institutions now?- What do we need to do as an industry to take women more seriously and how can we meet them where they're at?- From a behavioral standpoint, women always do better in aggregate than men with regards to investing, and yet on average they consistently undervalue their investing capabilities. What can be done about this?- What can we do as an industry to better understand and better serve women at both an individual and global level?- What are some practical steps that people in the majority can take to advocate for a more inclusive and diverse industry?- What is the best savory Filipino food? What is the best sweet Filipino food? https://linktr.ee/fintechisfemmeCompliance Code: 1279-OAS-5/8/2023

The Fintech Factor
S2 BONUS EPISODE: Fintech Takes X Fintech is Femme Crossover - Building The Fintech Community Through Real Talk

The Fintech Factor

Play Episode Listen Later Mar 27, 2023 53:16


This is a special one as Alex gets into conversation with Nicole Casperson, host of podcast Humans of Fintech and founder of the Fintech is Femme newsletter.Alex and Nicole talk community building at this online event, getting into questions around fintech inclusivity, discussing whether B2C fintech is dead (or should be), and how Gen Z and missional values need to align.Plus you'll also hear questions from the audience, including the unsexy parts of banking that fintech needs to look at next.Follow Alex:LinkedIn: .linkedin.com/in/alexhjohnson/Twitter: https://twitter.com/AlexH_JohnsonFollow Nicole:LinkedIn: linkedin.com/in/nicole-casperson-0820a5133/Twitter: https://twitter.com/nicolecaspersonSign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Friday: https://workweek.com/brand/fintech-takes/00:00 Intro03:36 Getting Into Real Talk09:25 Is B2C Fintech Dead?12:58 Habit Creation19:09 Integrating Behavioral Finance25:09 Paycheck-to-Paycheck Living27:07 The DEI Transparency Report33:26 The Generation That Cares35:25 Aligning Mission To Work41:53 Make Money, Solve Societal Problems

Fintech Nexus
Fintech Nexus News Show: January 26, 2023

Fintech Nexus

Play Episode Listen Later Jan 27, 2023 31:05


On today's show with Todd Anderson and special guest Nicole Casperson we discussed big fintech news from Stripe, Zelle®, Silvergate Bank, Farmington State Bank, Amazon, Foro, Ron Shevlin, French Hill, Gemini, Bolt and more. 

Humans of Fintech
Humans of Fintech - Season 4 Trailer

Humans of Fintech

Play Episode Listen Later Dec 21, 2022 1:12


The world of fintech is dominated by the same old voices, drowning out diverse founders and operators. Step forward Humans of Fintech. The podcast elevating the stories of diverse leaders at the forefront of change in our industry.Hosted by me, Nicole Casperson, journalist and founder of the Fintech Is Femme. This show shines a spotlight on those underrepresented fintech founders, zoning in on how they're leading their companies and creating change.You'll hear how leaders like Kristy Kim of TomoCredit, Founder of eToro Yoni Assia, and women in fintech icon Michelle Tran are bringing equity and an alternative version of finance to the world, powering new ways of bringing equality across the globe.In every interview, my guest will share how they got into the fintech space, the challenges they're working to solve and what drives them. You'll hear how they found connection in the industry, and how they're moving the dial when it comes to re-shaping fintech for the better.If you're desperate to hear fresh perspectives and different voices, Humans of Fintech is the podcast putting humanity back into the industry.With new episodes dropping every Wednesday. Make sure to subscribe wherever you get your podcasts.And if you've enjoyed Humans of Fintech, why not try: Tech Unlocked, Breaking Banks or Fintech Insider.

Don't Retire...Graduate Podcast
What the Fintech? How Technology is Opening the Financial Industry to More Diverse Voices with Nicole Casperson

Don't Retire...Graduate Podcast

Play Episode Listen Later Nov 17, 2022 33:40


Welcome back to Don't Retire… Graduate! We're holding the industry accountable today with the help of WTFintech creator and People of Finance podcast host, Nicole Casperson.  Her passions for journalism and financial technology are helping underrepresented communities access financial services and she is a thought leader on how to improve the technology to better serve those communities.  Listen to her story, eat some vegetables, and start improving your own financial behaviors.  In this episode we'll talk about: • The WTFintech newsletter and how it helps grow representation within the finance industry  • Gamification and how it can be both good and bad when it comes to finance • How finance apps like Venmo are designed to produce FOMO rather than good financial behaviors • The effects of culture on personal finance and financial behavior  • Changing the mindset we have around money so it can be a tool for change  • The game is rigged – why the majority is losing while a small number win  • The power of authenticity and vulnerability in the media Visit dontretiregraduate.com for a full transcript of this episode. About Nicole Casperson: Nicole Casperson is the creator of WTFintech? - a twice-weekly industry newsletter with nearly 50,000 subscribers, and averaging a 45% unique open rate.  She is the host of Humans of Fintech (formerly WTFintech?) - a weekly podcast taking you behind the scenes with some of the most successful fintech founders operating today. With a particular focus on women and operators from underrepresented backgrounds.  Nicole on Twitter: https://twitter.com/nicolecasperson  Nicole on LinkedIn: https://linkedin.com/in/nicole-casperson-0820a5133  Nicole's Podcast: https://podcasts.apple.com/us/podcast/humans-of-fintech/id1600731457 Nicole's Newsletter: https://workweek.com/brand/wtfintech/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Humans of Fintech
Humans of Fintech - Season 3 Trailer

Humans of Fintech

Play Episode Listen Later Sep 8, 2022 1:31


The world of fintech is dominated by the same old voices, drowning out diverse founders and operators. Step forward Humans of Fintech. The podcast empowering the stories of diverse leaders at the forefront of change in our industry. Hosted by me, Nicole Casperson, journalist and founder of the WTFintech? newsletter. This season shines a spotlight on those underrepresented fintech founders, zoning in on how they're leading their companies and creating change. You'll hear from leaders like finance icon Suze Orman, Founder of Sequin Vrinda Gupta, and L'Attitude Ventures Partner Laura Lucas who are bringing an alternative version of finance to the world by powering new ways of bringing equity across the globe. In every interview, my guest will share how they got into the fintech space, the challenges they're working to solve, and what drives them. You'll hear how they found connection in the industry, and how they're moving the dial when it comes to re-shaping fintech for the better. If you're desperate to hear fresh perspectives and different voices, Humans of Fintech is the podcast putting humanity back into the industry. Season 3 drops soon with new episodes every Wednesday. Make sure to subscribe wherever you get your podcasts. And if you've enjoyed Humans of Fintech, why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

The Yield
Talking Content and Podcasts with Nicole Casperson

The Yield

Play Episode Listen Later Aug 31, 2022 51:33


Live from New York, it's 100th episode of The Yield Podcast! Thank YOU for your continued support through 100 episodes. Today we look back at previous episodes, and sit down with WTFintech's Nicole Casperson to speak about the importance of podcasts and content in today's digital media world.Key Takeaways:[:20] A behind the scenes look at production of The Yield. [6:18] Creating a platform that stands out from the noise. [14:17] Using social media to spread your mission and your message. [17:55] The impact of the pandemic on learning and content consumption. [23:55] Upcoming trends in the FinTech space. [29:35] The generational shift away from big bank wealth. [35:02] The next big content platform that is impacting FinTech. [40:19] Peter Kerr takes over the microphone. [46:10] A look at the next 100 episodes of The Yield. Mentioned in This Episode:Yieldstreet

Minority Money
Advancing Financial Technology Through Equal Representation with Nicole Casperson

Minority Money

Play Episode Listen Later Aug 29, 2022 40:14


So much has been said about equality of representation and its influence, not just within the financial technology industry, but the society as a whole. However, looking at statistics,  reality clearly does not complement expectation. In this episode, journalist Nicole Casperson, discusses her role as the founder of WTFintech in calling out clear inequities in the finance industry and the media. As a woman who had been faced with a representational dilemma, Nicole continuously voices out her story and every story created by diverse leaders, no matter the gender, no matter the complexion. Let us continue to advance our financial prowess by expanding our representation. Tune in now. Highlights: >> Nicole, the dynamic content creator behind WTFintech >> What WTFintech offers to the financial technology industry >> The importance of diversity to serve the underserved communities >> Impact of representation in the media and business to people >> Nicole's source of motivation to grow and lead >> How working in the media requires a strong support network Connect with Nicole: >> Instagram: https://www.instagram.com/nicolecasperson/?hl=en (@nicolecasperson) >> LinkedIn: https://www.linkedin.com/in/nicole-casperson-0820a5133/ (www.linkedin.com/in/nicole-casperson) >> Twitter: https://twitter.com/nicolecasperson (@nicolecasperson)  >> Facebook: https://www.facebook.com/profile.php?id=100076269488508 (www.facebook.com/WTfintech)  >> Website: https://workweek.com/ (www.workweek.com/)  If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/empowering-women-to-be-in-finance-with-shana-sissel (Empowering Women to be in Finance with Shana Sissel) >> https://minority-money.captivate.fm/episode/people-of-color-disrupting-the-financial-industry-with-dana-wilson (People of Color Disrupting the Financial Industry with Dana Wilson) >> https://minority-money.captivate.fm/episode/creating-change-through-representation-with-ana-trujillo-limon (Creating Change Through Representation with Ana Trujillo Limón) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

Subject Matter
S6 E44: Personal Brand: Brand Persona

Subject Matter

Play Episode Listen Later Aug 25, 2022 5:36


The final piece of the brand identity puzzle. How to build your brand persona. Join Ben Bradbury in the last of this highly actionable series on branding. With real life examples of creators following the brand identity process, Ben talks though how brand values help you construct a persona, how story archetypes help define your mission, and how podcast host Nicole Casperson put all this into action. Be a part of the conversation and follow Ben: https://twitter.com/benbradbury_ (twitter.com/benbradbury_)

In the Suite
EP 70 Live from ExchangeETFs - Inclusion and Equity in Fintech with Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek

In the Suite

Play Episode Listen Later Aug 22, 2022 54:56


Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial markets.With this, she realized that traditional media lacks female perspectives and storytellers— and Nicole has brought her A-game to change the narrative and make HERstory known.Being a true contemporary journalist branded for our time, WTFintech also offers a newsletter, YouTube Channel, and a podcast covering the evolution of FinTech with a focus on innovation and inclusion. Tired of hearing one-dimensional stories from the same “pale, male, and stale” voices that dominate the space, Nicole is bringing stories of diverse leaders.Through her podcast, Nicole has interviewed numerous industry leaders like Shark Tank star Kevin O'Leary, Rishi Khanna from StockTwits, Flori Marquez from BlockFi, Henry Yoshida of Rocket Dollar, and more. Like Nicole, most of her guests were outsiders to the world of Fintech—but now they're making their mark on it.In today's episode, Nicole takes us through her journey from reporter to creator. Nicole intertwines her years of experience as a hard-hitting finance journalist with industry expertise to provide culturally relevant content to create a new financial system that gives equal access to everyone.Tune into this jaw-dropping conversation to hear all about:(1:38): What exactly defines a success story? (5:41): Coming to terms with perspective.(7:22): Beginnings into the fintech industry.(10:25): How the pandemic changed outlooks on life.(14:12): People follow people, not institutions.(22:59): Taking a spin at different leadership companies.(29:08): The power of responsibility(36:43): Attracting the next-gen talent & telling a meaningful story.(46:20): When two worlds collide.(50:48): Resonating to crypto & analyzing why it is the way it is.(56:20): Moving mountains in community and charitable giving.Resources WTFintech? on WorkweekWTFintech? on YouTubeHumans of Fintech Podcast Nicole Casperson on Twitter Nicole Casperson on LinkedIn ExchangeETFs ConferenceFuture Proof Festival Fintech is Femme - September 21, 2022 - The Village East Theater

Subject Matter
S6 EP41: Workweek Case Study: Turning Online Thought Leadership Into Offline Community

Subject Matter

Play Episode Listen Later Aug 22, 2022 6:20


How do you connect with your audience? You think of your podcast as the tip of the spear, building your offline community through online leadership. Ben introduces a creator doing exactly that. Nicole Casperson is the journalist behind Humans of Fintech, a weekly podcast digging into stories from diverse leaders in the world of Fintech. But her podcast is just one piece of her media company. Through her twice-weekly newsletter and carefully selected social media channels, she can fill rooms at her real life events.  And you can too when you treat your RSS feed as the gateway for connecting with your listeners. This is the episode that goes beyond audio and into all the other channels you can leverage to create real community and connection. Be a part of the conversation and follow Ben: https://twitter.com/benbradbury_ (twitter.com/benbradbury_)

The Rebooting Show
Workweek's Adam Ryan on why B2B shouldn't be boring

The Rebooting Show

Play Episode Listen Later Jul 19, 2022 60:05


Adam Ryan, former president of The Hustle and cofounder of Workweek, wants to rethink the B2B model. Workweek is banking on finding individuals – creators, if you will – to build audiences around. The bet is that individuals, particularly but not exclusively those who are practitioners in the field, can build deeper connections with audiences while benefiting from the infrastructure, services and halo effect of a parent media brand. Some highlights from our discussion: Don't raise too much money. Adam spent part of his career at Spiceworks, a professional network for IT professionals. The company identified an underserved community and executed on the opportunity, only to have an unsatisfying outcome. “It was a great company, bad cap table,” Adam said. “They actually made a ton of money. They didn't need to raise that much money. And then because they did, they made terrible decisions, long term.” You can be professional and have personality. Workweek is leaning on its network of 19 creators to be front and center. It doesn't have an editor-in-chief and instead relies on its newsletter writers to chart their own path that hews closely to what motivates them. Nicole Casperson, for instance, writes WTFintech and focuses often on diversity and inclusion issues that are important to her personally. Sector expertise is critical. Not all Workweek creators worked in the fields they cover, but many do. Workweek writer Nik Sharma, for instance, is a DTC marketer. This hands-on familiarity with the issues in these fields in invaluable, so long as it is also married with the ability to clearly communicate and consistently produce valuable pieces. “The reason why [B2B content] is kind of boring is because you have a lot of people that have never done those jobs,” he said . “They're just like listening and regurgitating. They're not like coming from a point of action.” Paid acquisition is more than a shortcut. Publishers used to have an aversion to admitting to buying traffic. I can remember BuzzFeed making sure to point out it only bought ads for its sponsor content, not editorial. But Adam saw how an effective paid audience development strategy can accelerate growth. For instance, Workweek's The Marketing Millennials property grew by 7,000 newsletter subscribers organically in seven weeks while paid acquisition added 20,000. So long as a company is confident in its cost per subscriber number, and is focused on quality of acquired subscribers, paid acquisition is an important tool. Overall, Workweek pays to acquire nearly half its overall list at an average cost of $10 per subscriber. You need connective tissue. Workweek has cast a broad net in its first eight months of existence, with newsletters focused on everything from cannabis to fin tech to memes to franchises to marketing. It has since refined the model around “pods” of core categories. Workweek has clusters around areas like startups and investing, health, marketing and fintech. “​​It just allowed the business to focus on marketing allows our business to essentially have more efficiencies,” Adam said.

Make Work Fun
S1 Ep1: How Great Content Creates Belonging, With Nicole Casperson.

Make Work Fun

Play Episode Listen Later Jul 12, 2022 41:26


It's no coincidence that Nicole Casperson is creating the kind of content that makes people feel less alone. Find out how this Fintech journalist is building community and having a blast. Ben and Nicole get straight into how Nicole had to unlearn 5 years of not having her voice heard, why it's scary but necessary to be vulnerable, and why knowing her content really connects lights her up. You'll also hear some of Nicole's practical takes on getting into a rhythm of content creation, how she creates a safe space for leaders to open up, and how she's silencing the old, white male voices of Fintech. Make Work Fun is the only podcast exploring the fun side of the creator economy. We're all about business…with a bit less business. Follow Nicole: LinkedIn: https://www.linkedin.com/in/nicole-casperson-0820a5133 (linkedin.com/in/nicole-casperson-0820a5133) Twitter: https://twitter.com/nicolecasperson (twitter.com/nicolecasperson)

The Yield
The World of Today's Fintech with Nicole Casperson

The Yield

Play Episode Listen Later Jun 22, 2022 28:31


Key Takeaways:[1:42] Nicole shares the two truths she has realized as a corporate finance reporter that led her to start WTFintech?[3:58] Core ways that people can participate in the WTFintech? community. [6:31] The evolution of the primary challenge that WTFintech? has aimed to solve for from the beginning. [8:20] How does diversity in the fintech space compare to other industries? [10:20] The allocation of roles by type and the changes that Nicole is advocating for. [12:58] Root causes behind the low funding dollars allocated to women-led companies. [14:34] Market valuations and current opportunities in the VC space. [16:51] Causes behind the current challenges and pressures that are forcing companies to take a hard look at their cost structures.[19:45] Potential reasons behind the recent resetting at high growth companies. [22:02] Catalysts that could change the outlook on fintech and the tech space overall. [23:32] Closing thoughts on the future of fintech. Mentioned in This Episode:Yieldstreet

Moneda Moves
Diverse Founders Are Driving the Future of Fintech | WTFintech? Creator Nicole Casperson

Moneda Moves

Play Episode Listen Later Jun 22, 2022 42:39


The stories we tell matter. I believe that to my core. It's why Moneda Moves exists as a space to host more stories about the intersection of Latines, underrepresented communities and money. So you can imagine how excited I was to interview a trailblazer creating inclusive reporting around fintech, documenting diverse voices and leading the way. Today, we speak with Nicole Casperson, Creator and Founder of WTFintech? It's a newsletter, released twice a week all about founders in fintech, trends and how that affects you, the end user. Why does fintech matter? It's reinventing the way you do your banking, investing, preparing for retirement with technology. It's also a huge opportunity to get the relationship with our underrepresented communities right, to increase access and better deliver services to consumers. Casperson shares how she thinks fintech can impact our future, how she increases representation in media and more. Enjoy the interview — this was a good one. Subscribe to WTFintech? https://workweek.com/brand/wtfintech/ Follow Moneda Moves on Instagram: @MonedaMoves Follow your host Lyanne Alfaro on Instagram: @LyanneAlfaro Main podcast theme song from Premium Beat. Our music is from Epidemic Sound.

The Long Game
Inside the Life of a Full-Time Creator With Nicole Casperson

The Long Game

Play Episode Listen Later Jun 17, 2022 40:26


In this episode with Nicole Casperson we chat: - What it is like to be a full time creator - Shifts we are seeing in the industry around people and brands - The future of fintech and what consumers can look forward to - How to grow and build an audience

Fintech Nexus
USA 2022: How Fintech is Solving the Unique Needs of Freelance Workers

Fintech Nexus

Play Episode Listen Later Jun 13, 2022 42:11


This recording is from Fintech Nexus USA (formerly known as LendIt Fintech USA) held at the Javits Center in New York City on May 25-26, 2022. It is from the track: SMB Fintech: New Solutions for Lending & Banking - Sponsored by Fundbox and is titled: How Fintech is Solving the Unique Needs of Freelance Workers. Speaking at this session are Oz Alon, Honeybook, Jared Kogan, Giggle Finance, Kristen Anderson, Catch, Lilac Bar David, Lili with Nicole Casperson, Workweek.

The Yield
News Bites w/WTFintech: Fintech and the TerraUSD Stablecoin collapse

The Yield

Play Episode Listen Later May 30, 2022 5:03


In this episode Nicole will be covering: The TerraUSD Stablecoin collapse, a new fintech company fractionalizing investing in rare diamonds, Meta's second attempt to launch a digital currency

Humans of Fintech
S2 E1: Shruti Joshi, COO of Facet Wealth | Fintech | Financial Planning

Humans of Fintech

Play Episode Listen Later May 4, 2022 34:53


When fintech is used right, it can bring outsiders in from the cold. Meet Shruti Joshi, bringing humanity to financial planning. Welcome to season 2 of Humans of Fintech, where Nicole Casperson digs deeper into the humans behind the headlines. Kicking off episode 1, Nicole and Shruti discuss the importance of empowering people with financial knowledge, how money (wrongly) defines identity, and Shruti's own feelings of feeling like an outsider. Shruti shares how Facet Wealth is turning traditional financial planning on its head, putting human wellness at the center. You'll also hear why she jumped into Facet Wealth as an early investor, how she drives rapid growth in everything she touches, and how to change the narrative around wealth-building models into something affordable, fun and with accessibility at the heart. And if you're looking to get the best human marketing talent, you need MarketerHire. Finding the right fit is hard and it's time consuming. But with MarketerHire, the process is made quick and easy with their smart AI platform that efficiently matches you with vetted marketing talent. Sign up today and get matched at https://marketerhire.com/ (marketerhire.com) Follow Shruti: LinkedIn: https://www.linkedin.com/in/shruti-joshi-282369a (linkedin.com/in/shruti-joshi-282369a) You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ (https://workweek.com/brand/wtfintech/) And if you've enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

The Yield
News Bites w/WTFintech?: Digital Assets and Fraud in Fintech

The Yield

Play Episode Listen Later Apr 4, 2022 6:03


In this new installment of News Bites, a collaborative podcast with WorkWeek and WTFintech? Nicole Casperson covers the latest and top trends in fintech. - The important work of Fintech Tala in the space  - The new opportunities Fintech DASH is creating in Africa- The robust growth of Real Estate Investment trust 

Voice from the Hills
A Conversation with Nicole Casperson - EP.14

Voice from the Hills

Play Episode Listen Later Mar 14, 2022 51:24


Nicole Casperson is a reporter turned creator, an unabashed advocate for diversity and inclusion, and one of the best resources for Fintech in our Industry. Join us as we talk new media, fintech, and the surprising role that Ukraine plays in the fintech marketplace. Hosted on Acast. See acast.com/privacy for more information.

Humans of Fintech
International Women's Day 2022 Special

Humans of Fintech

Play Episode Listen Later Mar 8, 2022 4:18


Celebrating women and the pursuit of equity on this International Women's Day, meet some of the most inspiring women in Fintech, with WTFintech? host, Nicole Casperson. Hear from highly successful and influential operators in the Fintech space, each striving towards greater representation and working at the highest level. Nicole brings a selection of highlights from the show's first season, from women motivated by success, mentoring those on the journey and working out what legacy to leave the next generation of women in Fintech, You can keep up-to-date with everything WTFinech? at https://workweek.com/brand/wtfintech/ (https://workweek.com/brand/wtfintech/) And if you've enjoyed WTFintech? Why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

Fintech Recap
Fintech Recap: Overdrafts, Fintech IPOs & SoFi's Latest Acquisition

Fintech Recap

Play Episode Listen Later Mar 4, 2022 43:54


Hey all, Jason here with the latest episode of Fintech Recap, the monthly-ish podcast where Alex Johnson, creator of Fintech Takes newsletter, and I talk through some of the biggest stories in banking and fintech.This month, we’re talking about:Citi’s decision to stop charging overdraft and NSF fees.Chime’s (reported) decision to delay its IPO.SoFi’s decision to acquire core banking provider Technisys.Crypto companies advertising blitz in Super Bowl LVI.And, on a more serious and important note, Alex and I also spent a few minutes at the top of the episode talking about Russia’s invasion of Ukraine.If you are looking to learn more about the conflict and ways that you can help, I highly recommend starting with this piece written by Packy McCormick.If you are looking to understand how the conflict is impacting Ukrainian fintech companies, Nicole Casperson has done some excellent reporting that you should read.And if you’re curious to learn more about the mechanics of economic sanctions, take a look at Simon Taylor’s latest newsletter.Existing subscriber? Please consider supporting this newsletter by upgrading to a paid subscription. New here? Subscribe to get Fintech Business Weekly each Sunday: Get full access to Fintech Business Weekly at fintechbusinessweekly.substack.com/subscribe Get full access to Fintech Business Weekly at fintechbusinessweekly.substack.com/subscribe

Top Advisor Marketing Podcast
Say Goodbye to Imposter Syndrome: Start Your Awesome Podcast! With Nicole Casperson (Ep. 347)

Top Advisor Marketing Podcast

Play Episode Listen Later Feb 8, 2022 31:38


Do you want to start a podcast, but you're worried that your story isn't interesting or that you don't have enough expertise to share? Self-doubt is common, especially among women. 

Top Advisor Marketing Podcast
Say Goodbye to Imposter Syndrome: Start Your Awesome Podcast! With Nicole Casperson (Ep. 347)

Top Advisor Marketing Podcast

Play Episode Listen Later Feb 8, 2022 31:38


Do you want to start a podcast, but you're worried that your story isn't interesting or that you don't have enough expertise to share? Self-doubt is common, especially among women. 

Framework with Jamie Hopkins
Nicole Casperson: Diving Into the World of Fintech Media

Framework with Jamie Hopkins

Play Episode Listen Later Jan 31, 2022 49:45


This week, Jamie Hopkins and Ana Trujillo Limon talk with Nicole Casperson, Founder of WTFintech?, about the future of fintech media, the importance of innovation and inclusion in fintech, and her shift from reporter to creator. You can find show notes and other information at CarsonGroup.com/Framework.

Tech Unlocked
56 | Fintech Demystified & 4 key Fintech trends you should know with Nicole Casperson

Tech Unlocked

Play Episode Listen Later Jan 25, 2022 45:02


It's hard to talk about tech in 2022 without talking about money, specifically fintech (Financial technology). It is an emerging industry that uses technology to advance financial services. From online banking, investing apps, and crypto, Fintech is disrupting the traditional financial systems we once knew.   In today's episode Grace chats with Nicole Casperson, a fintech journalist turned content creator about top fintech trends people of color should know and the future of this rapidly growing industry. If you love learning about money, tech, and innovation, you will enjoy this episode. Nicole Casperson is the founder and host of WTFintech? a fintech podcast and newsletter that provides industry professionals the news and analysis they need to get ahead in their careers — and hosts interviews with founders and investors you won't hear anywhere else.  Nicole intertwines her years of experience as a hard-hitting finance journalist with industry expertise to provide culturally relevant content that explores how technology sparks innovation, inclusion, and fun in financial services.    Nicole is a part of rising media company Workweek, as one of their founding content creators. Workweek entertains, educates, and connects the business community through unique personalities, unparalleled expertise, and innovative operations.   What you will learn: What is fintech and why is it important? Top 4 fintech trends you should know about What is wealthtech? The problems with traditional finance Tips on how to participate in the creator economy How to get into fintech The future of fintech   Resources: RSVP: Women of Color in Emerging Tech:  NFTs for beginners study session  https://lu.ma/a9st5ks8 Follow Tech Unlocked for career tips: Website Substack Twitter Instagram Connect with Grace: Twitter LinkedIn Instagram Connect with Nicole: Twitter WTFintech Newsletter WTFintech Podcast Enjoyed listening to this episode? Please leave a review on iTunes and Spotify. Questions about sponsorship? Email us techunlockedpod@gmail.com  

The Advisor Of Tomorrow
The Coming Disruption With Nicole Casperson

The Advisor Of Tomorrow

Play Episode Listen Later Dec 15, 2021 54:57


There is major disruption coming to financial services, in particular financial advisors, and Nicole Casperson can be found out on the forefront of this disruption. We will see the complexion, representation, technology, and services provided within financial services and in this episode Nicole highlights some of these disruptors.

Humans of Fintech
Welcome to the WTFintech Podcast

Humans of Fintech

Play Episode Listen Later Nov 29, 2021 3:28


WTFintech? is a podcast for fintech professionals who want to shape the future of the industry with innovation and inclusion. Hosted by Nicole Casperson, fintech reporter-turned-creator, WTFintech? gives fintech professionals the news and analysis they need to get ahead in their careers — and hosts interviews with founders and investors you won't hear anywhere else.

WealthTech on Deck
Cyber Security, Personalization, and the Future of UMH with Nicole Casperson

WealthTech on Deck

Play Episode Listen Later Oct 12, 2021 30:52


In this episode, Jack talks with Nicole Casperson, FinTech reporter for InvestmentNews. Nicole is well-known for covering innovation and wealth tech trends in finance. Recently, she has been developing strategic innovations in UMH. Prior to her experience in fintech, Nicole wrote for trade publications in the housing and mortgage industry.  Jack and Nicole talk about the importance of cyber security in finance, the impact of personalization, and the future of UMH. “UMH needs to evolve beyond a platform or a service we provide. Within five years it will become mainstream. It will become table stakes that technology is connected, that data is connected, that accounts are integrated, so they can talk to each other and then work together to create different outcomes.” ~ @nicolecasperson Main Takeaways  Clients want to be involved with every financial decision as much as possible. In today's climate, every client's portfolio reflects who they are and their values.  More and more clients are becoming aware that they need to communicate better with their advisors. Data from a client's financial history and lifestyle can be interconnected to get the most accurate personalized advice. The pandemic has been an eye-opener for clients around financial freedom and retirement plans. This will continue to be a big factor in planning for the future of wealthtech and UMH. Links Nicole Casperson on Twitter Nicole Casperson on LinkedIn InvestmentNews Lynne Rhinehart Jason Moore Morgan Stanley Eric Lordi Wells Fargo Merrill Lynch Amazon Know The Score: An Independent Validation Of LifeYield By E&Y EY survey: Financial protection gap widens between consumers in emerging and developed markets as COVID-19 uncertainty mounts Olivia Rodrigo Miley Cyrus BTS Elton John David Bowie Janis Joplin Joan Jett Stevie Nicks Debbie Harry Tina Turner Aretha Franklin Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

The InvestmentNews Podcast
Karen Barr from the Investment Adviser Association and what's new in account aggregation

The InvestmentNews Podcast

Play Episode Listen Later Oct 11, 2021 47:23


In this episode, you'll hear about:The IAA member demographic.Karen's take on the new administration.M&A.SEC's new marketing rule.Nicole Casperson on account aggregation via new technology.Related Article:  In search of adviser tech's holy grailRelated Article: What's coming for RIAs from Washington: New regsThis episode sponsored by Allworth Financial's State of the Industry PodcastOne of the five fastest growing RIAs in America, Allworth is seeking new partners to grow with us. Listen to Allworth's industry podcast here.Guest Bio:  Karen Barr is a native Washingtonian. She received her B.A. degree, magna cum laude, from the University of Pennsylvania in 1985 and her law degree, cum laude, from the University of Michigan in 1988, where she was an editor on the Journal of Law Reform. After law school, Karen served as law clerk to the Honorable Walter E. Black, Jr., a federal judge on the U.S. District Court for the District of Maryland. From 1989 until March 1997, when she joined the IAA, Karen was in private practice at the Washington, D.C. law firm Wilmer Cutler & Pickering, where she represented clients with respect to SEC investigations, securities class action litigation, administrative proceedings, internal corporate investigations, and securities regulatory matters. Karen is a member of the District of Columbia Bar. 

The Advisor Lab
Episode 67: The 3 Biggest FinTech Trends Shaping Wealth Management for 2022 and Beyond

The Advisor Lab

Play Episode Listen Later Aug 17, 2021 26:27


In this episode, we sit down with Nicole Casperson, FinTech Reporter for Investment News, content producer for the podcast Her Success Matters, and co-host of TechStack, a podcast all about wealth tech. I've been following Nicole for a while now – she's always been ahead of the game when it comes to trends, news, and information regarding the wealth tech space, so I wanted to sit down with her to pick her brain on what she's seeing in the space now and in the future.

The InvestmentNews Podcast
Robinhood IPO and the end of ESG's sparkling performance?

The InvestmentNews Podcast

Play Episode Listen Later Jul 30, 2021 42:52


Guest interview with Luke Taylor — 0:45-21:45What drove ESG outperformance?Why that may not endure.Climate change awareness as a performance driver.How much is already priced into green stocks.Ongoing demand for ESG products.Guest interview with Nicole Casperson — 22:00-42:00Robinhood's challenges.The performance of the IPO.Historic brokerage public markets performance.How sustainable is Robinhood's business?Where Robinhood goes from here.Response to regulatory issues.The issues with payment for order flow.Related Article:  Robinhood makes public debut after wild yearRelated Article:  Robinhood under investigation by Finra ahead of IPORelated Article: Gensler says SEC will propose climate risk rules by year-endGuest Bio:  Lucian (Luke) Taylor is an associate professor of finance at the Wharton School at the University of Pennsylvania. He earned his AB from Princeton University and MBA and PhD in Finance from the University of Chicago Booth School of Business.Professor Taylor's primary areas of research are empirical corporate finance and asset management. His research focuses on two main themes: structural estimation in corporate finance, and understanding the skill of important financial actors like CEOs and active fund managers. His articles have appeared in the Journal of Finance, Journal of Financial Economics, and Review of Financial Studies, as well as nonacademic outlets such as the Wall Street Journal, CNN Money, and Forbes. His research has received the Fama-DFA Prize for best paper in the Journal of Financial Economics, Rothschild Caesarea Center Best Paper Award, Marshall Blume Prize, Jacobs Levy Prize, and the NASDAQ Award. Professor Taylor is an associate editor at the Journal of Financial Economics and Review of Finance.Since joining Wharton, Professor Taylor has taught Venture Capital and the Finance of Innovation (FNCE 250/750) to undergraduate, MBA and executive MBA students.  

The InvestmentNews Podcast
Advisers cautious on crypto; FPA externships 1 year later

The InvestmentNews Podcast

Play Episode Listen Later May 3, 2021 44:49


Hannah Moore — Internships/Externships — 1:30-28:40How the new "externship" program works.What participants receive at the end.What financial advisers get out of participation.The cost of the program and the future of the program.The accountability element of the program.Hannah's podcast.Nicole Casperson and Sean Allocca - Bitcoin and Tech — 28:45-43:55Bitcoin story — ongoing concerns from advisers about crypto.The disconnect between clients' interest and advisers' willingness to invest in crypto.The FOMO around Bitcoin's moves.This week's TechStack$ - gamification in the financial advice industry.The challenge in gamifying steady-eddy savings.Bitcoin cover story: Bitcoin bears: Financial advisers still cautious of cryptoGuest Bio:  Hannah Moore is a certified financial planner and certified financial transitions expert. She is the owner of Guiding Wealth and works one-on-one with each of its clients.Hannah graduated from Baylor University with a degree in Financial Services and Planning and Business Management in 2008. Since then, Hannah has been voted one of D Magazine's Top Financial Planners in Dallas (from 2014 and running) and was awarded the Young Gun's Award by the Dallas/Fort Worth Financial Planning Association. 

The InvestmentNews Podcast
'ESG investing is just investing.' Erika Karp's straight talk on ESG and a chat about SPACs.

The InvestmentNews Podcast

Play Episode Listen Later Mar 22, 2021 35:59


Interview with Erika Karp about ESG Investing — 00:15-20:15ESG investing is just investingRegulatory outlook for ESG and the opening up of retirement plans to ESGThe risk of greenwashingThe challenges of increasing ESG popularityImpact investing vs. other ESG investingWhen will we reach full adoption?Interview with Nicole Casperson on SPACs - 20:45-35:10The rise of SPACsWhat's in it for celebrities promoting SPACs?High valuations in SPACsAny impact on advisersRelated Article:  ESG investing is just investingRelated Article:  Pathstone acquires $1.1 billion RIAGuest Bio: Erika Karp is the chief impact officer at Pathstone. She joins the Pathstone team from Cornerstone Capital Group, the sustainable and impact investment advisory firm she founded in 2013, which was acquired by Pathstone earlier this year.Erika founded Cornerstone Capital Group to bring the disciplines of finance, economics and sustainability to bear in pursuit of a more regenerative and inclusive form of capitalism. Over the course of her 25-plus years on Wall Street, she developed a deep belief in environmental, social and governance analysis as a critical input to investment decision-making.

The InvestmentNews Podcast
"A lot of dialogue is going to turn into action." A 2020 review and lookahead

The InvestmentNews Podcast

Play Episode Listen Later Dec 21, 2020 32:17


:40 - Jeff and Bruce takeaways7:00 - Nicole Casperson - self education and being woke8:00 - Jason Anciulis - shift in priorities8:52 - Tara Means - in-person events go virtual12:31 - Katie Downey - learning to be flexible13:05 - Sean Allocca - journalism without meeting your sources face to face14:09 - Mark Schoeff - how little I traveled16:23 - Liz Skinner - connecting with people18:49 - Nicole Casperson - starting a new job virtually19:33 - Jason Anciulis - living in a reactive way20:01 - Tara Means - the joy and fear of expecting during a pandemic21:20 - Katie Downey - totaled the car, hit a black bear21:52 - Sean Allocca - virtual sources22:54 - Mark Schoeff - being grateful23:54 - Jason Anciulis - proud of our inclusion content24:33 - Sean Allocca - our biggest successes26:16 - Nicole Casperson - maintaining this new version of myself27:08 - Tara Means - can't wait to be in-person again28:20 - Jason Anciulis - looking forward  to a Cubs game28:38 - Mark Schoeff - excited for complete strangers29:12 - Katie Downey - two weeks at home with parents has turned into 9 months30:00 - George Moriarty - the year ahead in the Finserv - going independent 

The InvestmentNews Podcast
Doubleheader: Nicole Casperson on free robo platforms, and Todd Rosenbluth on semitransparent ETFs

The InvestmentNews Podcast

Play Episode Listen Later Nov 9, 2020 39:07


The InvestmentNews Podcast will have a special episode dropping Tuesday, Nov. 10, to discuss how Joe Biden and Kamala Harris' election will affect the financial services business. Stay tuned!2:15-13:30 - Nicole Casperson on big banks getting into the robo advice game- The play for the younger investor (3:00)- Targeting lower asset customers (5:00)- How this plays for Bank of America/Merrill Lynch (7:30)- The melding of investing and banking services, and Betterment/Wealthfront's response (9:30)- The importance of brand and the freemium model (12:30)13:45-38:45 - CFRA's Todd Rosenbluth on semi-transparent ETFs- What role do semi-transparent ETFs play? (15:00)- Are flows actually going into these funds? (19:30)- The challenges of launching amidst a pandemic (23:00)- The outlook for semi-transparent ETFs and active mutual funds (27:30)- Surprises from the rollout of semi-transparent ETFs (31:15)- Is there a real market for semi-transparent ETFs? - (35:30)Guest Bio: Todd Rosenbluth is head of ETF and Mutual Fund Research at CFRA, an independent research company. He provides fund insights to the wealth management market through ratings and thematic commentary. He is based in New York. 

The InvestmentNews Podcast
Schwab closes $22 billion acquisition of TD Ameritrade. Nicole Casperson breaks it down

The InvestmentNews Podcast

Play Episode Listen Later Oct 12, 2020 30:17


0:00-10:30 - Interview with Nicole Casperson - The importance of TD Ameritrade's Veo Platform advisors, and how it fits into the integration (:40)The other platforms and the data choices (5:30)Effect on the small advisor (7:30)Competitive shake-up and opportunity (9:30)10:30-19:30 - Morgan Stanley buys Eaton VanceMorgan Stanley's shopping spree strategy, and The ESG angle,  and the advisor impactAdviser on the lam - 19:30-29:00The developing story, the echoes of the financial crisis, and is this the start of a trend or a one-off?https://www.investmentnews.com/charles-schwab-td-ameritrade-veo-one-197817https://www.investmentnews.com/financial-adviser-reported-missing-197786  

The InvestmentNews Podcast
A closer look at Joe Biden's tax plan and the potential for a financial transaction tax.

The InvestmentNews Podcast

Play Episode Listen Later Jul 20, 2020 37:45


As Joe Biden releases his tax plan, we fold in a deep dive into the odds of a financial transaction tax hitting wealth management.The pace of mergers and acquisitions in the RIA space fell off pace from March through May, but ramped back up in June, suggesting the second half of the year could be on pace with the record levels of 2019.IN technology reporter Nicole Casperson joins the podcast to explain Wells Fargo's challenges getting the TikTok app removed from company-issued devices.Nicole, who was hired in May, shares her perspective on what it's like to be interviewed, hired, and start a new job without a single in-person meeting with her new colleagues.

The Auto Finance Roadmap
Weekly Wrap: GDP contraction signals recession, lenders stock up on cash

The Auto Finance Roadmap

Play Episode Listen Later May 1, 2020 14:28


This week, news of a 4.8% contraction in the nation's gross domestic product in the first quarter signaled a recession brought on by the economic fallout of COVID-19, and auto lenders are stocking up on cash. In this editors' roundtable, Nicole Casperson, Joey Pizzolato and JJ Hornblass discuss news developments during the week ending May 1.