Max Rofagha, the CEO and founder of Finimize, explains the great wealth transfer and how his financial analysis app helps educate investors. We discuss what life at Finimize has been like since being acquired by ABRDN, the growth of Finimize’s B2B business, where their subscribers come from and how curated content can help reduce asymmetry between retail and institutional investors.
Video Interview
Podcast
Takeaways
- The great wealth transfer, estimated to be $84 trillion over the next two decades, will have a significant impact on the investment industry.
- Finimize aims to bridge the gap between retail and institutional investors by providing high-quality, curated content at an affordable price point.
- The key to successful investing is a long-term, patient approach, focusing on value and understanding the businesses behind the investments.
- The importance of tailored content for different clients and the need for financial advisory firms to adapt to the preferences of the millennial generation.
- Investors should be cautious of investment opportunities that seem too good to be true and do thorough research before making investment decisions.
Richard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites established in 2015. With a career spanning two decades as a broker, he brings extensive expertise and knowledge to the financial landscape.
Having worked as a broker at Investors Intelligence and a multi-asset derivatives broker at MF Global (Man Financial), Richard has acquired substantial experience in the industry. His career began as a private client stockbroker at Walker Crips and Phillip Securities (now King and Shaxson), following internships on the NYMEX oil trading floor in New York and London IPE in 2001 and 2000.
Richard’s contributions and expertise have been recognized by respected publications such as BusinessInsider, Yahoo Finance, BusinessNews.org.uk, Master Investor, Wealth Briefing, iNews, and The FT, among many others.
Under Richard’s leadership, the Good Money Guide has evolved into a valuable destination for comprehensive information and expert guidance, specialising in trading, investment, and currency exchange. His commitment to delivering high-quality insights has solidified the Good Money Guide’s standing as a well-respected resource for both customers and industry colleagues.
