Podcasts

The future of financial content, social media and investing (podcast)

close

Email a Friend

The future of financial content, social media and investing (podcast)

In this week’s podcast, we interview Mick Weinstein, head of content at Covestor, a new investment platform that allows investors to shop for investment advisor like shopping for Pez on eBay. Mick was previously editor-in-chief at Seeking Alpha.

I’ve discussed Covestor and its do-it-yourself model at length both in my book, Tradestream, as well as on my blog.  Just as we’ve become accustomed to shop for mutual funds within a supermarket model, it’s been harder to do that within the investment advisory business.  Covestor and its competitor, Wealthfront, are changing all that.  And financial content will play a key role in the success of these types of firms.

Mick sits right at the edge of what’s happening in financial content and now brings his perspective to Covestor.  He’s working with the team there to build out its content platform beyond the transactional infrastructure the firm has invested in building.

We discuss:

  • how financial content is being used for lead generation in the finance field
  • Mick’s experience building and managing Seeking Alpha’s offering and content team
  • tips to building a successful financial content business
  • the compliance challenges for financial content when published by an investment firm
  • the future of investing

More resources

Learn more about Covestor and Mick Weinstein

0 comments on “The future of financial content, social media and investing (podcast)”

Podcasts

‘We’re increasingly focused on connecting banks, businesses and innovative partners in a collaborative ecosystem’: Bottomline’s Norm DeLuca

  • Historically, banks have not found a good model to service small businesses.
  • Bottomline's GM of digital banking solution joins the podcast to talk about creating technology ecosystems around banks for SMBs.
Zachary Miller | April 14, 2021
Finance Everywhere, Podcasts

‘It’s a no brainer to add a virtual card into the travel product’: TripActions’ Michael Sindicich

  • TripActions serves the Fortune 500 with modern travel and expense management.
  • Tearsheet caught up with the GM of Liquid, the firm's payment product.
Zachary Miller | April 07, 2021
Podcasts

‘You’re best having a cannabis banking program, not a project’: The ins and outs of banking cannabis with Regent Bank’s Keri Cain

  • Regulations still make cannabis banking a complicated process that's tough to scale.
  • Regent Bank, a small outfit in OK, has found a way to use technology to grow its cannabis banking program.
Zachary Miller | April 05, 2021
Podcasts

Behind the Marqeta partnership with Deserve’s Kalpesh Kapadia

  • Deserve is a pureplay credit card as a service firm.
  • With a recent partnership with Marqeta, CEO Kalpesh Kapadia joins the Tearsheet Podcast to discuss growth opportunities.
Zachary Miller | March 25, 2021
Podcasts

‘Embedded fintech works in the inverse direction’: Why banks should integrate SaaS with Autobooks’ Derik Sutton

  • Software firms are increasingly integrating with payment and banking solutions.
  • But what if that was reversed -- what if more banks integrated with fintech solutions? Autobooks' Derik Sutton explains.
Tearsheet Editors | March 22, 2021
More Articles