Merrill is chasing margins, not moonshots in support of BoA goals.
Bank of America wants every customer to feel just wealthy enough.
The future of wealth management: scale with a smile?
Merrill Lynch aims to tap into BoA's clients as part of a new approach (Wikipedia commons).
Merrill Lynch is chasing steadier money, more advisors, and a broader base of
“wealth” clients, redefining what wealthy even means.
Wealth Management: A Changing Market?
The name Merrill Lynch is synonymous with wealth. Back in the day, the bull logo meant old-school prestige, private client advisors with corner
offices, and asset minimums that quietly filtered out anyone without a boat or
two. Today, the landscape looks different. Bank of America, Merrill’s parent
company since 2009, is reengineering what wealth management means, who counts
as wealthy, and how to serve them profitably in an era when clients expect
market insight, financial therapy, and a sleek app. Merrill isn’t struggling.
It’s performing steadily and intentionally, but it’s in the middle of a
strategic identity update.
This is not a pivot for the sake of vibes. At the company’s recent Investor
Day, it was clear that Bank of America sees wealth management as the
future. It offers recurring fees, cross-selling opportunities, and fewer
existential headaches than lending in a volatile rate environment. Today, the
bank wants a bigger slice of the wealth management market where revenue is
steadier and less tied to market swings.
Merrill Lynch is shifting from aggressive expansion to moderate, smart growth by deeply integrating with Bank of America. The focus is on organic growth through cross-selling to BofA's retail base, enhanced by technology and personalization, prioritizing advisor retention and… pic.twitter.com/MKra7Am4eR
Merrill is not trying to dominate the world in one dramatic power move.
Instead, it is “targeting
moderate asset growth,” while Bank of America refines the broader wealth
strategy. This is less about explosive expansion and more about consistency.
Think: jogging in breathable fabrics instead of sprinting in dress shoes.
The idea is to deepen relationships rather than chase every dollar.
Merrill wants to win clients who stick around. Ones who open banking accounts,
talk about retirement planning, and, ideally, bring family members into the
fold. It is loyalty economics. Sticky money. The financial industry prefers
euphemisms, but we all know what this is about. The end goal? A
rise for wealth management margins of around 5%.
The old narrative was that tech would replace advisors. Now, Merrill is
hiring like it is trying to bring back the 90s. According to reports, Merrill
is leaning heavily on headcount growth in its pursuit of a 30 percent profit
margin. This means experienced advisors, yes, but also a pipeline of trainees,
with a reported 2,400 students enrolled. It is an investment in human capital
that the industry once declared inefficient. Turns out, humans still like
talking to humans about their money.
Merrill Lynch plans to bolster its FA ranks to bring in more high-net-worth clients. Firm leaders say private markets products could make up as much as 10% of client assets in the future, up from 3% today.https://t.co/Prsw66d99Cpic.twitter.com/gp4IRP86EI
But this is not the return of the lone-wolf advisor archetype. Merrill
is also pushing banking and advisory accounts that tie clients more closely
into the Bank of America universe. Checking, lending, brokerage, advice. The
whole box set. For example, there are reportedly 9.5 million clients of Bank of
America who do not hold a Merrill account. Cross-selling is not new, but it has
evolved. The bank wants clients who treat Merrill as their financial home page,
not just their investment side quest.
President and Co-head, Merrill Wealth Management, Lindsay Hans (LinkedIn).
“Advisor-driven flows are a core part of our organic growth and a core
part of how we will accelerate organic growth,” Merrill Co-Head Lindsay Hans told
an audience attending BofA’s Investor Day.
We’re proud to share that Lindsay Hans, President and Co-Head of Merrill Wealth Management, has been named to @AmerBanker's Most Powerful Women in Finance list. Her leadership continues to shape the future of our business and our industry. Please join us in congratulating… pic.twitter.com/Lsd3CZrGVk
The most interesting shift is philosophical. Wealth used to be defined
by minimum balances and gated services. Now, Bank of America is expanding who
it considers a wealth client. The rising “mass
affluent” segment is the next big battleground. These are not individuals
who walk into private banking with inherited trust funds. These are
professionals with stable incomes, long-term planning goals, and a desire to
not feel judged when they ask what a municipal bond actually is.
Bank of America wants to capture more of these households as they grow.
It is a long game. Acquire early. Advise continuously. Harvest loyalty later.
High-end wealth management is still part of the picture, but the definition of
“wealth” is widening. This is what happens when generational finance meets demographic
change.
The Margin Holy Grail
The 30 percent margin target is not just a goal. It is the
gravitational center around which strategy is forming. Merrill is working to
integrate client banking, expand advisory accounts, and increase advisor
productivity in pursuit of that number. Efficiency is not a Wall Street
buzzword here. It is the metric that defines success.
This is not about cutting quality. It is about creating a machine where
advisors do more advising and less administrative juggling. It is about client
segmentation that actually means something. And it is about building a system
where clients do not feel like they are being sold to even when, technically,
they are.
So, Where Is This Going?
Merrill’s identity is evolving. It is still a prestige brand, but it is
now tasked with playing well inside a much larger corporate ecosystem. Bank of
America is betting that wealth management can grow across the full income
curve, that advisors remain indispensable, and that clients want financial
guidance from a place that feels stable. The ambition is not to be the
flashiest, but to be the most durable.
Wealth management used to be about exclusivity. Now it is about scale
with taste. And the bull is carefully entering the china shop.
For more stories around the edges of tech and finance, visit our Trending pages.
Merrill Lynch is chasing steadier money, more advisors, and a broader base of
“wealth” clients, redefining what wealthy even means.
Wealth Management: A Changing Market?
The name Merrill Lynch is synonymous with wealth. Back in the day, the bull logo meant old-school prestige, private client advisors with corner
offices, and asset minimums that quietly filtered out anyone without a boat or
two. Today, the landscape looks different. Bank of America, Merrill’s parent
company since 2009, is reengineering what wealth management means, who counts
as wealthy, and how to serve them profitably in an era when clients expect
market insight, financial therapy, and a sleek app. Merrill isn’t struggling.
It’s performing steadily and intentionally, but it’s in the middle of a
strategic identity update.
This is not a pivot for the sake of vibes. At the company’s recent Investor
Day, it was clear that Bank of America sees wealth management as the
future. It offers recurring fees, cross-selling opportunities, and fewer
existential headaches than lending in a volatile rate environment. Today, the
bank wants a bigger slice of the wealth management market where revenue is
steadier and less tied to market swings.
Merrill Lynch is shifting from aggressive expansion to moderate, smart growth by deeply integrating with Bank of America. The focus is on organic growth through cross-selling to BofA's retail base, enhanced by technology and personalization, prioritizing advisor retention and… pic.twitter.com/MKra7Am4eR
Merrill is not trying to dominate the world in one dramatic power move.
Instead, it is “targeting
moderate asset growth,” while Bank of America refines the broader wealth
strategy. This is less about explosive expansion and more about consistency.
Think: jogging in breathable fabrics instead of sprinting in dress shoes.
The idea is to deepen relationships rather than chase every dollar.
Merrill wants to win clients who stick around. Ones who open banking accounts,
talk about retirement planning, and, ideally, bring family members into the
fold. It is loyalty economics. Sticky money. The financial industry prefers
euphemisms, but we all know what this is about. The end goal? A
rise for wealth management margins of around 5%.
The old narrative was that tech would replace advisors. Now, Merrill is
hiring like it is trying to bring back the 90s. According to reports, Merrill
is leaning heavily on headcount growth in its pursuit of a 30 percent profit
margin. This means experienced advisors, yes, but also a pipeline of trainees,
with a reported 2,400 students enrolled. It is an investment in human capital
that the industry once declared inefficient. Turns out, humans still like
talking to humans about their money.
Merrill Lynch plans to bolster its FA ranks to bring in more high-net-worth clients. Firm leaders say private markets products could make up as much as 10% of client assets in the future, up from 3% today.https://t.co/Prsw66d99Cpic.twitter.com/gp4IRP86EI
But this is not the return of the lone-wolf advisor archetype. Merrill
is also pushing banking and advisory accounts that tie clients more closely
into the Bank of America universe. Checking, lending, brokerage, advice. The
whole box set. For example, there are reportedly 9.5 million clients of Bank of
America who do not hold a Merrill account. Cross-selling is not new, but it has
evolved. The bank wants clients who treat Merrill as their financial home page,
not just their investment side quest.
President and Co-head, Merrill Wealth Management, Lindsay Hans (LinkedIn).
“Advisor-driven flows are a core part of our organic growth and a core
part of how we will accelerate organic growth,” Merrill Co-Head Lindsay Hans told
an audience attending BofA’s Investor Day.
We’re proud to share that Lindsay Hans, President and Co-Head of Merrill Wealth Management, has been named to @AmerBanker's Most Powerful Women in Finance list. Her leadership continues to shape the future of our business and our industry. Please join us in congratulating… pic.twitter.com/Lsd3CZrGVk
The most interesting shift is philosophical. Wealth used to be defined
by minimum balances and gated services. Now, Bank of America is expanding who
it considers a wealth client. The rising “mass
affluent” segment is the next big battleground. These are not individuals
who walk into private banking with inherited trust funds. These are
professionals with stable incomes, long-term planning goals, and a desire to
not feel judged when they ask what a municipal bond actually is.
Bank of America wants to capture more of these households as they grow.
It is a long game. Acquire early. Advise continuously. Harvest loyalty later.
High-end wealth management is still part of the picture, but the definition of
“wealth” is widening. This is what happens when generational finance meets demographic
change.
The Margin Holy Grail
The 30 percent margin target is not just a goal. It is the
gravitational center around which strategy is forming. Merrill is working to
integrate client banking, expand advisory accounts, and increase advisor
productivity in pursuit of that number. Efficiency is not a Wall Street
buzzword here. It is the metric that defines success.
This is not about cutting quality. It is about creating a machine where
advisors do more advising and less administrative juggling. It is about client
segmentation that actually means something. And it is about building a system
where clients do not feel like they are being sold to even when, technically,
they are.
So, Where Is This Going?
Merrill’s identity is evolving. It is still a prestige brand, but it is
now tasked with playing well inside a much larger corporate ecosystem. Bank of
America is betting that wealth management can grow across the full income
curve, that advisors remain indispensable, and that clients want financial
guidance from a place that feels stable. The ambition is not to be the
flashiest, but to be the most durable.
Wealth management used to be about exclusivity. Now it is about scale
with taste. And the bull is carefully entering the china shop.
For more stories around the edges of tech and finance, visit our Trending pages.
Louis Parks has lived and worked in and around the Middle East for much of his professional career. He writes about the meeting of the tech and finance worlds.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
In this conversation, we sit down with Drew Niv, CSO at ATFX Connect and one of the most influential figures in modern FX.
We speak about market structure, the institutional view on liquidity, and the sharp rise of prop trading, a sector Drew has been commenting on in recent months. Drew explains why he once dismissed prop trading, why his view changed, and what he now thinks the model means for brokers, clients and risk managers.
We explore subscription-fee dependency, the high reneging rate, and the long-term challenge: how brokers can build a more stable and honest version of the model. Drew also talks about the traffic advantage standalone prop firms have built and why brokers may still win in the long run if they take the right approach.
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
Executive Interview | Remonda Z. Kirketerp Møller| CEO & Founder Muinmos | FMLS:25
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this interview, Remonda Z. Kirketerp Møller, founder of Muinmos, breaks down the state of AI in regtech and what responsible adoption really looks like for brokers. We talk about rising fragmentation, the pressures around compliance accuracy, and why most firms are still in the early stages of AI maturity.
Ramanda also shares insights on regulator sandboxes, shifting expectations around accountability, and the current reality of MiCA licensing and passporting in Europe.
A concise look at where compliance, onboarding, and AI-driven processes are heading next.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
In this conversation, we speak with Aydin Bonabi, CEO and co-founder of Surveill, a firm focused on fraud detection and AI-driven compliance tools for financial institutions.
We start with Aydin’s view of the Summit and the challenges brokers face as fraud tactics grow more complex. He explains how firms can stay ahead through real-time signals, data patterns, and early-stage detection.
We also talk about AI training and why compliance teams often struggle to keep models accurate, fair, and aligned with regulatory expectations. Aydin breaks down what “good” AI training looks like inside a financial environment, including the importance of clean data, domain expertise, and human oversight.
He closes with a clear message: fraud is scaling, and so must the tools that stop it.
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Exness expands its presence in Africa: Inside our interview with Paul Margarites in Cape Town
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Finance Magnates met with Paul Margarites, Exness regional commercial director for Sub-Saharan Africa, during a visit to the firm’s office opening in Cape Town. In this talk, led by Andrea Badiola Mateos, Co-CEO at Finance Magnates, Paul shares views on the South African trading space, local user behavior, mobile trends, regulation, team growth, and how Exness plans to grow in more markets across the region. @Exness
Read the article at: https://www.financemagnates.com/thought-leadership/exness-expands-its-presence-in-africa-inside-our-interview-with-paul-margarites/
#exness #financemagnates #exnesstrading #CFDtrading #tradeonline #africanews #capetown
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Executive Interview | Jas Shah | FMLS:25
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
Interview with Jas Shah
Builder | Adviser | Fintech Writer | Product Strategist
In this episode, Jonathan Fine sat down with Jas Shah, one of the most thoughtful voices in global fintech. Known for his work across advisory, product, stablecoins, and his widely read writing, Jas brings a rare combination of industry insight and plain-spoken clarity.
We talk about his first impression of the Summit, the projects that keep him busy today, and how they connect to the stablecoin panel he joined. Jas shares his view on the link between fintech, wealthtech and retail brokers, especially as firms like Revolut, eToro and Trading212 blur long-standing lines in the market.
We also explore what stablecoin adoption might look like for retail investment platforms, including a few product and UX angles that are not obvious at first glance.
To close, Jas explains how he thinks about writing, and how he approaches “shipping” pieces that spark debate across the industry.
