Key Takeaways

• Thematic investing, known as mega trends, will continue as financial institutions adopt them to provide individualized investment solutions, meeting the demand of younger generations for a mobile and digital personalized experience.

• Fractional shares offer accessibility to retail investors who can own part of an expensive share, allowing them to diversify their portfolio or pursue their investment strategies. 

• Building a business involves persistence and the essential need for a contingency plan at all times. 

In this episode of WealthTech Unwrapped, Ned engages in a captivating discussion with Christian Kronseder, Founder and CEO of ALLINDEX, a company that specializes in crafting custom indexes and thematic portfolio constructions. Tune in as they explore entrepreneurship, the evolution of personalized investment platforms, and reflections on trends in the financial industry.