News & Updates

What we’re up to at Seeds, the latest news in new-gen investing, helpful resources, and more
How to be Heroes in Your Client’s Eyes
Podcast

How to be Heroes in Your Client’s Eyes

According to new research from Fidelity, just one in five advisors has an asset-weighted client age under 60. The average firm derives an overwhelming majority of its revenue from older clients, yet advisors have initiated contact with just 13% of their clients’ children.
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https://www.advisorperspectives.com/podcasts/2023/05/11/how-to-be-heroes-in-your-clients-eyesHow to be Heroes in Your Client’s Eyes
It’s Not ‘ESG Investing.’ It’s Just Investing
Article

It’s Not ‘ESG Investing.’ It’s Just Investing

Financial advisors have a fiduciary duty to their clients and, by eschewing ESG factors, may be overlooking threats and opportunities that stand to affect their clients’ returns in the long term.
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https://www.wealthmanagement.com/equities/it-s-not-esg-investing-it-s-just-investingIt’s Not ‘ESG Investing.’ It’s Just Investing
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Seeds Investor Partners with Citizen Mint to Further Enhance Bespoke Investing Experience
Press

Seeds Investor Partners with Citizen Mint to Further Enhance Bespoke Investing Experience

https://www.businesswire.com/news/home/20230418005789/en/%C2%A0Seeds-Investor-Partners-with-Citizen-Mint-to-Further-Enhance-Bespoke-Investing-Experience Seeds Investor Partners with Citizen Mint to Further Enhance Bespoke Investing Experience
Company Updates
Personalized investing and 'polite disruption,' with Seeds Investor CEO Zach Conway
Podcast

Personalized investing and 'polite disruption,' with Seeds Investor CEO Zach Conway

https://www.financial-planning.com/podcast/personalized-investing-and-polite-disruption-with-seeds-investor-ceo-zach-conway?utm_medium=social&utm_content=socialflow&utm_source=linkedin&utm_campaign=financialplanning-liPersonalized investing and 'polite disruption,' with Seeds Investor CEO Zach Conway
Practice Management
VettaFi Advisor Perspectives: Prepare to Meet the New Generation of Clients
Article

VettaFi Advisor Perspectives: Prepare to Meet the New Generation of Clients

https://www.advisorperspectives.com/articles/2023/02/21/prepare-to-meet-the-new-generation-of-clientsVettaFi Advisor Perspectives: Prepare to Meet the New Generation of Clients
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AdvisorTech: Turning Prospects Into Clients
Article

AdvisorTech: Turning Prospects Into Clients

https://www.etftrends.com/exchange-an-etf-experience/advisortech-turning-prospects-into-clients/AdvisorTech: Turning Prospects Into Clients
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Nasdaq Trade Talks: Where is the Niche Opportunity That Isn't Niche?
Video

Nasdaq Trade Talks: Where is the Niche Opportunity That Isn't Niche?

https://www.nasdaq.com/videos/where-is-the-niche-opportunity-that-isnt-nicheNasdaq Trade Talks: Where is the Niche Opportunity That Isn't Niche?
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Forbes: Adding Values To Portfolios Can Make Investing More Engaging
Podcast

Forbes: Adding Values To Portfolios Can Make Investing More Engaging

https://www.forbes.com/sites/zachconway/2022/07/22/adding-values-to-portfolios-can-make-investing-more-engaging/?sh=42365a674895Forbes: Adding Values To Portfolios Can Make Investing More Engaging
Practice Management
Investment News ‘IN the Office’ with Zachary Conway, co-founder and CEO of Seeds
Video

Investment News ‘IN the Office’ with Zachary Conway, co-founder and CEO of Seeds

https://www.investmentnews.com/video/233396Investment News ‘IN the Office’ with Zachary Conway, co-founder and CEO of Seeds
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Wealth Solutions Report How Direct Indexing Will Evolve In 2023
Article

Wealth Solutions Report How Direct Indexing Will Evolve In 2023

https://wealthsolutionsreport.com/2023/01/17/how-directing-indexing-will-evolve-in-2023/Wealth Solutions Report How Direct Indexing Will Evolve In 2023
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