Digital Assets Lawyer Ziv Keinan explains the challenges and opportunities of the STO space.
Various kinds of token sales have been an extremely important part of the rise of cryptocurrency. Initial Coin Offerings (ICOs) were a particularly significant part of the crypto boom that took place at the end of 2017.
However, the unregulated nature of the ICO space has left the practice with a bad reputation. As such, new kinds of token sales have begun to replace ICOs--Initial Exchange Offerings (IEOs) and Security Token Offerings (STOs.)
Recently, Finance Magnates spoke with Adv. Ziv Keinan, the founder of Ziv Keinan Digital Assets Lawyers, about the past, present, and future of the Security Token space.
Keinan will host a panel entitled “The Present and Future of Security Tokens” at the upcoming Finance Magnates Barcelona Trading Conference on July 10th and 11th. Click the image to learn more.
Progress is Slow--But It’s Happening
In 2017, “when we started, there was no protocol; there was almost no issuance platform or company that would deal with [launching an STO], and there were no secondary markets. Even for [companies] that said that they were doing an STO, the technology was really not mature.”
“Today, we are in a totally different place. We see big financial institutions starting to take interest in STOs; we see banks doing experiments on STOs, we see international organizations like the World Bank examining the technology.”
“So, definitely, we’ve matured,” he said. Now, “there are a lot of companies that provide issuance platform services, and there are also some secondary markets that have emerged,” although they are “not fully active.”
“Of course, the US market is the biggest market - everybody’s looking to see how the US market treats STOs. And we need to understand that after the 2008 financial crisis, the Americans are very cautious about new financial instruments.
Keinan said that this was totally understandable - “[but] on the other hand, in order for the technology to gain traction, the regulators in the US will need to allow more secondary market-trading, and federal laws that would allow the trading of securities between states, and the trading of tokens between states inside and outside of the US.
US regulators will also likely need to amend the definition of what an accredited investor is, Keinan said, “which is something that they are already working on.”
In the meantime, “I believe that we will see more STOs coming from the EU, as well as secondary markets and new technology - just because in terms of regulation, [the EU] is a little bit more open...it’s just a matter of time.”
Keinan also mentioned a few projects that he sees coming out of the EU at this present moment - ”there’s a few big real-estate tokenization projects, one that I’m involved in, others that have been done by other companies in this space, some still in ‘stealth mode.’”
Still, progress is slow - but it is happening. “The STO space suffered just as the whole crypto space did from the crypto winter. So, now that we’re starting to see the little flowers of the crypto spring emerging,” the STO space is starting to make a recovery, too.
Security Tokens Have a Role To Play in VC Funds, Across Many Industries
“It allows limited partners within the VC to have greater freedom to sell the limited partnership rights to the other members of the VC (or of the fund - it doesn’t have to be a venture capital fund), or perhaps in the future also outside of the fund, and also to the fund itself.”
So, “if you own a traditional fund, you would be locked in for a period of five to ten years. But with a tokenized fund, you can sell your shares back to the fund, or you can sell it within the other limited partners. So fund formation is a very interesting use case.”
“And of course, startups want to raise money,” he said, referring to the fact that STOs have slowly been gaining popularity as a possible replacement for ICOs, IEOs, and similar tokenized fundraising models.
But it hasn’t been easy so far - ”the STO space is still a very young space, and startups are having difficulties raising money through STOs. But I believe that in the future when STOs are mature, they will be the main way to raise money for startups.”
“I was never a big believer in ICOs, and I don’t really see the difference between ICOs and IEOs,” he added. “Beyond the regulatory risk that you are taking with [holding] an ICO or IEO, I really don’t understand the business model behind it, and I wouldn’t myself invest in any one of those vehicles. I think the utility token model hasn’t really worked.”
“As a lawyer, I had an opportunity to work with a project that doesn’t use a native token, but uses third-party tokens like Ether [instead]. Those projects that don’t create native tokens - I think they will be the future of finance,” he said. “This allows you not to raise money [without] a native token.”
“I think the only way that the industry will mature is through compliant regulatory issuance of securities that will turn into non-securities over time, or through [traditional] funding, or through STOs.”
Where in the World…?
At the moment, the world is a patchwork of regulatory jurisdictions. Without a strong global fabric that connects crypto regulations across national borders, crypto regulations can vary heavily from country to country.
So for companies that are hoping to launch STOs or have an STO-based business model, wherein the world is the best place to establish themselves? “This is a question that always comes up,” Keinan said.
“As for the projects that I’ve been involved with in the STO space - each one had [its own] jurisdiction,” he continued.
He explained that the ideal regulatory environment for an STO is not the same as an ideal regulatory environment for an ICO. “When you’re doing an ICO, you’re looking for some remote place where you can hide,” and stay out of the regulator’s crosshairs.
How to become a superhero using Blockchain technology/ Adv. Ziv Keinan https://t.co/DgWEdpHrv3
“With an STO, it doesn’t work like that. The considerations are different.”
“First of all, we look at tax. We want to maximize tax savings. So, we’re looking at where the investors are coming from - if they are mostly from the states, then maybe just doing a simple LLC would be ok. If they are from other places - if they are mixed - then you might choose the Cayman Islands.”
Another thing that needs to be taken into consideration is where the company can open a bank account, “because there are still many jurisdictions [in which banks] would not accept money that is affiliated with crypto” in any way.
“So for example, there’s been some advancement with banks in Switzerland. Not that it’s easy - but they’re a bit more open than they were last year with bank accounts for crypto-related companies.”
“But you really have to examine [these things] on a case-to-case basis, because there’s no rationality to do a Cayman Island-based company for a purely US fund, for example.
This is an excerpt. To hear Finance Magnates’ full interview with Ziv Keinan, click here. To learn more about the Barcelona Trading Conferece where Ziv will host a panel on Security Tokens, click here.
Various kinds of token sales have been an extremely important part of the rise of cryptocurrency. Initial Coin Offerings (ICOs) were a particularly significant part of the crypto boom that took place at the end of 2017.
However, the unregulated nature of the ICO space has left the practice with a bad reputation. As such, new kinds of token sales have begun to replace ICOs--Initial Exchange Offerings (IEOs) and Security Token Offerings (STOs.)
Recently, Finance Magnates spoke with Adv. Ziv Keinan, the founder of Ziv Keinan Digital Assets Lawyers, about the past, present, and future of the Security Token space.
Keinan will host a panel entitled “The Present and Future of Security Tokens” at the upcoming Finance Magnates Barcelona Trading Conference on July 10th and 11th. Click the image to learn more.
Progress is Slow--But It’s Happening
In 2017, “when we started, there was no protocol; there was almost no issuance platform or company that would deal with [launching an STO], and there were no secondary markets. Even for [companies] that said that they were doing an STO, the technology was really not mature.”
“Today, we are in a totally different place. We see big financial institutions starting to take interest in STOs; we see banks doing experiments on STOs, we see international organizations like the World Bank examining the technology.”
“So, definitely, we’ve matured,” he said. Now, “there are a lot of companies that provide issuance platform services, and there are also some secondary markets that have emerged,” although they are “not fully active.”
“Of course, the US market is the biggest market - everybody’s looking to see how the US market treats STOs. And we need to understand that after the 2008 financial crisis, the Americans are very cautious about new financial instruments.
Keinan said that this was totally understandable - “[but] on the other hand, in order for the technology to gain traction, the regulators in the US will need to allow more secondary market-trading, and federal laws that would allow the trading of securities between states, and the trading of tokens between states inside and outside of the US.
US regulators will also likely need to amend the definition of what an accredited investor is, Keinan said, “which is something that they are already working on.”
In the meantime, “I believe that we will see more STOs coming from the EU, as well as secondary markets and new technology - just because in terms of regulation, [the EU] is a little bit more open...it’s just a matter of time.”
Keinan also mentioned a few projects that he sees coming out of the EU at this present moment - ”there’s a few big real-estate tokenization projects, one that I’m involved in, others that have been done by other companies in this space, some still in ‘stealth mode.’”
Still, progress is slow - but it is happening. “The STO space suffered just as the whole crypto space did from the crypto winter. So, now that we’re starting to see the little flowers of the crypto spring emerging,” the STO space is starting to make a recovery, too.
Security Tokens Have a Role To Play in VC Funds, Across Many Industries
“It allows limited partners within the VC to have greater freedom to sell the limited partnership rights to the other members of the VC (or of the fund - it doesn’t have to be a venture capital fund), or perhaps in the future also outside of the fund, and also to the fund itself.”
So, “if you own a traditional fund, you would be locked in for a period of five to ten years. But with a tokenized fund, you can sell your shares back to the fund, or you can sell it within the other limited partners. So fund formation is a very interesting use case.”
“And of course, startups want to raise money,” he said, referring to the fact that STOs have slowly been gaining popularity as a possible replacement for ICOs, IEOs, and similar tokenized fundraising models.
But it hasn’t been easy so far - ”the STO space is still a very young space, and startups are having difficulties raising money through STOs. But I believe that in the future when STOs are mature, they will be the main way to raise money for startups.”
“I was never a big believer in ICOs, and I don’t really see the difference between ICOs and IEOs,” he added. “Beyond the regulatory risk that you are taking with [holding] an ICO or IEO, I really don’t understand the business model behind it, and I wouldn’t myself invest in any one of those vehicles. I think the utility token model hasn’t really worked.”
“As a lawyer, I had an opportunity to work with a project that doesn’t use a native token, but uses third-party tokens like Ether [instead]. Those projects that don’t create native tokens - I think they will be the future of finance,” he said. “This allows you not to raise money [without] a native token.”
“I think the only way that the industry will mature is through compliant regulatory issuance of securities that will turn into non-securities over time, or through [traditional] funding, or through STOs.”
Where in the World…?
At the moment, the world is a patchwork of regulatory jurisdictions. Without a strong global fabric that connects crypto regulations across national borders, crypto regulations can vary heavily from country to country.
So for companies that are hoping to launch STOs or have an STO-based business model, wherein the world is the best place to establish themselves? “This is a question that always comes up,” Keinan said.
“As for the projects that I’ve been involved with in the STO space - each one had [its own] jurisdiction,” he continued.
He explained that the ideal regulatory environment for an STO is not the same as an ideal regulatory environment for an ICO. “When you’re doing an ICO, you’re looking for some remote place where you can hide,” and stay out of the regulator’s crosshairs.
How to become a superhero using Blockchain technology/ Adv. Ziv Keinan https://t.co/DgWEdpHrv3
“With an STO, it doesn’t work like that. The considerations are different.”
“First of all, we look at tax. We want to maximize tax savings. So, we’re looking at where the investors are coming from - if they are mostly from the states, then maybe just doing a simple LLC would be ok. If they are from other places - if they are mixed - then you might choose the Cayman Islands.”
Another thing that needs to be taken into consideration is where the company can open a bank account, “because there are still many jurisdictions [in which banks] would not accept money that is affiliated with crypto” in any way.
“So for example, there’s been some advancement with banks in Switzerland. Not that it’s easy - but they’re a bit more open than they were last year with bank accounts for crypto-related companies.”
“But you really have to examine [these things] on a case-to-case basis, because there’s no rationality to do a Cayman Island-based company for a purely US fund, for example.
This is an excerpt. To hear Finance Magnates’ full interview with Ziv Keinan, click here. To learn more about the Barcelona Trading Conferece where Ziv will host a panel on Security Tokens, click here.
Rachel is a self-taught crypto geek and a passionate writer. She believes in the power that the written word has to educate, connect and empower individuals to make positive and powerful financial choices. She is the Podcast Host and a Cryptocurrency Editor at Finance Magnates.
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As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
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As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
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-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
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#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
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As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
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- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
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-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
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Connect with us at:
🔗 LinkedIn: / financemagnates-events
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Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
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#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
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Attendees will hear:
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-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
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📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
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-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
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🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
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-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
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Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
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-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
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-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
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🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
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#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
