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. 

This week we take a quick look into the history of Robo-advisors. When did the first one come out? Which companies have paved the way for this growing industry? Is it already a crowded space? And, what do we predict will happen in the next decade or so? 

Dani and Ned also find out they are reading the same book and we get an update on going back to the office! 

Bambu is a global company and today you'll hear from different 3 employees located all over the world. Nick Woods joins us from South Africa, Phil Ajero from the US, and Sam Beeby from the UK. They share a bit about their experience and how they got started at Bambu, we get a glimpse of what wealthtech is looking in their respective regions and we examine potential team growth. 

And of course, Ned and Dani share quick stories throughout the episode; from Elvis costumes and marathon running, to haircuts and work burnout. 

Don't forget to rate, review, and subscribe. Email us your questions at [email protected].

They say it's never too early to start investing and this week's guest is the epitome of that. Join us for a short and sweet episode where we interview Kiaan Ebrahim who started investing at only six years old! Now at the age of 8, he shares with us how he picks the companies he wants to invest in as well as gives Dani some key advice on how to get started.

For inquiries and requests, email us at [email protected].

What’s your ROI? Return in Inertia, that is. Join us for this week’s episode with top marketing strategist for financial services, April Rudin, for a discussion on what the future for financial advisors looks like and how companies need to embrace change. Ned and Dani learn that this is Bambu’s "Marketing Moment" and April shares the best ending remark in WealthTech Unwrapped history.

Learn more about April and The Rudin Group: https://therudingroup.com/

 If there's one thing that Ned truly loves (apart from his family and  running!) it's sales. Get some of his top sales tips this week in our "all things-sales" episode where we talk about sales, and how we sell at Bambu. Oh, and Ned has a quick 90-second rant that you can't miss out on! 

For questions, requests, or general inquires email us at [email protected]

Is Decentralized Finance (or DeFi as the cool kids are calling it) the future of finance? Serial entrepreneur Edmund Lowell joins us to give us a basic rundown on DeFi and how it works, as well as examine what it means for the individual investor and for banks. 

Ned shares his crazy call schedule with people from all over the world and Dani manages to mention veganism and sustainability three times throughout the episode! 

Super apps are the future and it turns out we've been using them all along! In this week's episode, Ned and Dani unwrap the basics of super apps and discuss why they are rapidly taking over Asian markets. We're then joined by Rich Turrin, an award-winning executive with more than 20 years of experience in fintech innovation, a published author, and a dear friend to Ned. He joins us to share his views on the uncharted waters associated with the latest cognitive technologies and more importantly, why he thinks China is so ahead of the West when it comes to fintech technology. 

Dani needs to save 1 million dollars (approx) for retirement! How in the world is she going to do that and why hasn't she started already? Bambu co-founder, Aki Ranin, joins this week's podcast to share his ideas on personal CFOs and unconscious investing. 

Aki and Ned relive some personal stories, Dani gives her best friend a shout out, and Ned refuses to accept that Aki is and always will be a millennial. 

Marketing strategies for a B2B market can be tough. The bottom line is that you can't get people to magically come, you have to invest in your marketing efforts. Dani gives the inside perspective of the Bambu marketing team and Ned messages Gary Vee to come on the podcast. Did he reply? Find out in this week's episode!