InvestmentNews takes you inside the world of financial technology. Fintech reporter Nicole Casperson and editor Sean Allocca host this monthly podcast. Building off interviews with tech insiders and incorporating their own expertise, each episode will delve into an important topic to shine a light on what is happening in tech, what’s next, and what you need to grow your business and your stack.
Nicole Casperson is the FinTech reporter for InvestmentNews. When she’s not chasing down the latest tech news, she’s working on IN’s Her Success Matters podcast. Prior to joining IN, Nicole served as the youngest Deputy Editor of Auto Finance News, managing editorial operations and strategy. Before moving to New York City, Nicole reported on housing and mortgages for Dallas-based DSNews and MReport. She holds a Master of Arts in Mass Communication and a Bachelor of Arts in Journalism both from the College of Media & Communication at Texas Tech University.
Sean Allocca is Deputy Managing Editor at InvestmentNews. Prior to joining IN, Sean worked as an editor and journalist for Financial Planning and CFO magazine. Before covering the financial sector, Sean was editor of Forensic Magazine, where he wrote about investigations into unsolved crimes. He received an MA from Fordham University and a BA from Loyola University Maryland.
Veteran financial reporters Bruce Kelly and Jeff Benjamin take the listener beyond the page, into the heart of the story. With exclusive interviews of industry leaders and the hosts’ depth of knowledge, this podcast dives deep into a few select topics each week. The listener will gain new insight into the financial services industry, while Jeff and Bruce keep it all moving with a lighthearted approach.
Jeff Benjamin and Bruce Kelly have both written for InvestmentNews for more than two decades. Jeff is InvestmentNews’ investment products and strategies reporter, and he covers practice management, M&A activity, and some regulatory issues. Bruce writes primarily about the brokerage industry and its myriad facets, from adviser pay and product sales to M&A.
A podcast exploring how advisers can work together to break down internal barriers, create programs around diversity and inclusion and build a pathway for women to succeed in financial services.
As the CEO of InvestmentNews, the leading source of news, analysis and information for the financial advisory community, Christine Shaw offers a wealth of knowledge and real-life experiences as a female leader in the industry. Her Success Matters provides listeners with a rare insider view to the executives of this industry who are forging the path for women leadership by taking action and supporting programs within their organizations. Christine’s goals in this series is to connect with fellow powerhouse executives who are dominating the industry and to break down barriers for next-gen female advisers! Every other week, listeners will hear all about programs specific to attracting women executives while the podcast speakers uncover why this matters — why HER Success Matters.
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Season 3 is here! Focusing on Women in Investing, Mary Beth Franklin returns to her acclaimed series to look more closely at issues specific to women and finance. With a team of experts she’ll unpack topics such as ‘gray divorce’ and caring for caregivers and deliver sage advice and information.