Plenty’s Post

Some investments are not on some platforms such as JP Morgan because they're "pay to play." This means if they don’t pay 3-5%, they’re excluded. So, while you might be paying your advisor, the parent company might be getting undisclosed kickbacks, potentially pushing products not in your best interest. Transparency is key! #FinancialTruth #TransparencyMatters #SmartInvesting

An investing platform has introduced a Bond Account, offering investment in ten corporate bonds from various industries. The platform provides options for automatic reinvestment and recurring investments, with a minimum investment requirement of $1,000. The income hub allows members to track their income, including interest and dividends. #Investing, #Bonds, #Portfolio, #Platform, #Hub, #Public, #Fx, #Fintech

Breaking Barriers: How fractional bonds open the market to all The rise of the mass retail investor has significantly shaped the financial landscape over the past decade. Velexa, a fully customisable API-based investing platform, has delved into how fractional bonds are a tool for financial inclusion. Read the story here: https://loom.ly/MZfo35Y #WealthTech #FinTech #Bonds

Are you a Charles Schwab account holder? Charles Schwab's new "Investor Card" and "Platinum Card" through American Express are now available to clients who maintain an eligible Schwab account. This article explains the details and benefits for Schwab investors >>> https://lnkd.in/ggdwWgSm

Did you know that the wealthiest 10% own 76% of all wealth, while the poorest half own just 2%? But there's hope. I've explored 5 innovative strategies banks and investors are using to bridge this gap in my latest blog on financial inclusion as a fundamental human right. Missed it? Here’s where you can read my latest write-up: https://lnkd.in/djJ77qR4 #FinancialInclusion #FinTech #HumanRights #Empowerment

Robo advisors are transforming wealth management, but is the corporate bond market feeling the impact yet? 📊 🤖 In our recent conversation with Rahul Banerjee, CEO of BondbloX, we dive into the societal benefits of robo advisors, how they’re democratizing access to wealth management, and whether the same is happening in the corporate bond space. Rahul shares expert insights on how technology is reshaping bond investing and creating a more inclusive financial landscape. The full episode is available now everywhere! 🎧 Thank you to season 3 sponsors: Adyen, Mastercard, Thunes, ToYou | تويو and M2P Fintech #WealthManagement #FinTech #RoboAdvisors #BondMarket #FinancialInclusion #Investment #CouchonomicsWithArjun #Technology #Bonds

I read an interesting article (link in comments) about the opportunity for innovation in the Wealth Management space. I am by no means a HNWI, but nevertheless my personal experience is that private bankers act only as a post box between other areas within the bank. Very little value other than having someone to specific to contact for issues is derived. It's a safety net, not a value creator. It seems that self-serve options are the way to go. We've got a nice spectrum of tech-first products to choose from currently ranging from investment products (Shyft, EasyEquities), insurance (Naked , Pineapple) and host of other products. #fintech #wealthmanagement #privatebanking Will private bankers become obsolete for generations such as Millenials & Gen X? What other value can they provide that digital-first products can't?

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Coaching and educating clients on how to be smarter with their money is important to me. Part of that education involves FinTech 💻 We deploy advanced and engaging technology, such as @Nitrogen, to give you valuable insights into your financial standing in diverse market scenarios 📊 Here’s more ⬇️ (Have you used any FinTech in the past? Let me know below!) #TheViewFromTheInside #FinancialPlanning #FinancialLiteracy #Fintech #RiskManagement #FinancialAdvisors