The financial advice gap continues to widen; what does this mean for the fintech industry? In this week's episode, we're joined by Sam Beeby who breaks down how this gap is presented, the different subgroups within it, and what opportunities this can open for financial institutions. We explore the idea of why companies should champion hybrid models and play the long game. Ned invites you to watch Transamericana; he's seen it 3 times!Register for one of our live demos at bambu.co/weekly-demo.
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WealthTech UnWrapped is a Bambu podcast that dives into the ins and outs of the WealthTech industry. It weaves the narrative between a startup founder, Ned Phillips, and special guests that bring their unique insight into this growing industry. Each week we tackle a different topic, from ideas on what the future of Robo-advisory should be, to the inside scoop of what it takes to run a tech company. Through humor, honest opinions, and playful analysis, we hope to unwrap the intricacies of WealthTech into digestible episodes that anyone can learn from. This podcast is for anyone who is bored...