Retail Investors Decoded

Finimize

Retail investors make up around 40% of the US stock market, and yet most financial firms still don’t know how to reach them.  Retail Investors Decoded is on a mission to change that.  Every episode, Finimize CEO Carl Hazeley sits down with experts from leading firms to decode what it really takes to engage modern retail investors – across stocks, pensions, private markets, crypto and everything in between.  Produced by Finimize for Business – the team that’s spent over a decade building the world’s most engaged community of more than a million modern retail investors. Talk to Finimize about how we can help you reach modern retail investors:  https://finimize.com/business  LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7350525208211931136 

Episodes

  1. 30 Jun

    Richard Flynn: UK retail investing, scrapping stamp duty & using AI "intentionally"

    Britain has made investing cheaper and easier than ever, yet it still sits at the bottom of the G7 for retail participation. Why? Carl Hazeley sits down with Richard Flynn, MD of Charles Schwab UK. With $13 trillion in assets, 39 million accounts and a history stretching back to 1971, Schwab has spent decades lowering the barriers to investing. As Richard argues, the challenge now is moving people from simply participating in the market to actively engaging with it. They get into: Why incentivising people beats trying to compel them (and the Aesop's fable that explains it) The stark AI adoption gap between younger and older investors Stamp duty and the policy levers that could get Britain investing Why financial literacy belongs on the curriculum Talk to Finimize about how we can help you reach modern retail investors: https://finimize.com/business  Subscribe to our newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7350525208211931136

    38 min
  • 1 Episode

Ratings & Reviews

5
out of 5
6 Ratings

About

Retail investors make up around 40% of the US stock market, and yet most financial firms still don’t know how to reach them.  Retail Investors Decoded is on a mission to change that.  Every episode, Finimize CEO Carl Hazeley sits down with experts from leading firms to decode what it really takes to engage modern retail investors – across stocks, pensions, private markets, crypto and everything in between.  Produced by Finimize for Business – the team that’s spent over a decade building the world’s most engaged community of more than a million modern retail investors. Talk to Finimize about how we can help you reach modern retail investors:  https://finimize.com/business  LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7350525208211931136 

Information

  • Creator
    Finimize
  • Years Active
    2024 - 2026
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © 2026 Retail Investors Decoded
  • Show Website
    Retail Investors Decoded