Vered Frank

FinTech 🤓 Passionate about all things financial literacy and health. CFP®. Former @CharlesSchwab @Viseinc @MITSloan. NYC2SF2NYC. Opinions my own.

[Vered Frank @VeredFrank]

Such an honor to sit down with @nicolecasperson and chat all things #wealthtech

Special thanks to @StreetCred_PR for making the intro ☺️

[StreetCred PR @StreetCred_PR]

In this episode of Humans of Fintech @nicolecasperson sits down with Head of Marketing at @SeedsInvestor Vered Frank to discuss how she found belonging in fintech & how advisors can align money with meaning to form deeper, stronger client relationships.❤️https://t.co/c4Ii5CGxeH

[Vered Frank @VeredFrank]

Thank you @NYCFintechWomen for featuring me! It was so much fun to get to paint a picture of a day in my life as a #productmarketer at @vise.

https://t.co/bEdlglG1K4

[Vered Frank @VeredFrank]

In the celebrity world of over the top social posts(ugh!!) I so appreciated seeing this from ⁦@awkwafina⁩ ❤️ #finhealth #financialliteracy

[Vered Frank @VeredFrank]

@AlexH_Johnson The massive VC investment in Web 3.0 indicates that they are banking on it being lucrative and dominated by a few key providers and goes somewhat contrary to the whole “equal access / decentralized” narrative that same VCs are promoting so he’s not totally off base here.

[Vered Frank @VeredFrank]

I support this and get it but amazed that it comes before a focus on teaching financial literacy in schools which can have a tremendous benefit as well 🤷‍♀️ #finhealth https://t.co/wD59QPvIM9

[Vered Frank @VeredFrank]

When ⁦@TheCut⁩ nails it! Yes, “the Bar is in Hell” indeed 🤦‍♀️ https://t.co/iu1cD0ucLm

[Vered Frank @VeredFrank]

Approx $21T mutual fund assets - 75% of which are controlled by 3 companies. ETFs are a bit better - 90% controlled by 5 companies. But this trend of MF —> ETFs will skew concentration back into the hands of a few managers. Time to decentralize investing. https://t.co/cB67RxdfEK

[Vered Frank @VeredFrank]

The Wall Street Journal reaches just over 3 Million readers.

TikTok videos tagged #stocktok were watched 1.6 Billion times. Those tagged #personalfinance more than 4.5 Billion views 🤯

Love seeing the increase in engagement around investing ❤️

#fintok https://t.co/huYPBLRNMA

[Vered Frank @VeredFrank]

@ReggieCYoung @AlexH_Johnson Thanks @ReggieCYoung for clarifying! I’m familiar with factoring as well. Still an interesting move 🤔

[Vered Frank @VeredFrank]

Just one of many great learnings from @fintechjunkie as part of announcement of @QEDInvestors new fund. If you ❤️ all things #fintech and don’t follow him already - start today!

[fintechjunkie @fintechjunkie]

4/29: Insight #2: Shipping code is life. Great companies ship high quality code frequently. The compounding effect over time is critical and an advantage that shouldn’t be underestimated.

“Banks are giants, they hold the might. Yet slow to move, here lies their plight.”

[Vered Frank @VeredFrank]

@AlexH_Johnson This is spot on! You could have just tweeted that last line with “tell me you understand the neobank VC funding trend without telling me you understand the neobank VC funding trend trend.” 🤣 ps: software must also come with cool branding and vision.

[Vered Frank @VeredFrank]

Think about how demand for mental health professionals has skyrocketed. People want trusted and expert guidance to navigate an increasingly emotional complex world. Money is personal and emotional. #fintech can help advisers do what they do best and so they can more people.

[MichaelKitces @MichaelKitces]

Rise of robo-advisors was predicated on the idea that Millennials would eschew human advisors for #FinTech.

In practice, Millennials becoming the MOST desirous for a human financial advisor...

"Survey: Millennials Increasingly Turn to Financial Advisors" https://t.co/5GBmJzG4dI

[Kathy Jones @KathyJones]

We've had 5 FOMC members talk this morning all urging the Fed to start tapering soon. Yet long bonds are rallying and the curve is flattening. Hmm.

[Vered Frank @VeredFrank]

@AlexH_Johnson A fancy LOC?

[Vered Frank @VeredFrank]

@rshevlin Jeez 🤦‍♀️ shows the massive economic divide and disconnect we have in the world.

[Vered Frank @VeredFrank]

Great piece from @rshevlin! The end nailed it - the fact that the next generation of investors are making it fun is a good thing. A great thing! That’s the key to access. So long as education is part of the story 🧐#fintech #finhealth https://t.co/tf2shA5VEA

[Vered Frank @VeredFrank]

How fintechs are tackling racial and gender wealth gaps. Technology can accelerate access and inclusion. #fintech #wealthmanagement #finsvcs #finhealth https://t.co/qtBunygvtj

[Vered Frank @VeredFrank]

@joeziemer @Betterment Best of luck! I have been following @Betterment since launch and will forever stand out in my mind as transformative ❤️

[Vered Frank @VeredFrank]

@fintechjunkie There are words but they are definitely not worth sharing 🤬