Thought-provoking podcasts with KPMG and industry leaders offering insights and analysis on the global topics and trends shaping financial services today.
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Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Was Entscheider:innen in Banken und Versicherungen bewegt: Im Podcast “KPMG on air Financial Services - Insights für die Finanzbranche” kommen Vordenker:innen und Expert:innen aus der Finanzindustrie zu Wort. Sie sprechen über ihre ganz persönliche Sicht auf die aktuellen Entwicklungen, Chancen und Herausforderungen und diskutieren Wege, die aktuelle Transformation erfolgreich zu gestalten. Ob Technologie, Nachhaltigkeit, Daten oder digitales Geld – ob Steuern, Wirtschaftsprüfung oder Regula ...
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The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
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Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industry's great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers ...
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Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people. Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including: Getting into Financial Services; where to start? Changing careers and transferrable skills. Routes to Level 4 Qualifi ...
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Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
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Accenture's Technology Advisory Practice Lead, Tim Broome talks to an array of experts on the latest technology evolutions and trends. Tune in to hear fresh insights and challenges to traditional thinking in the Financial Services sector.
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We are here to educate on Personal and Business Credit, Financial Literacy, Debt Settlement and how it can work in your favor and Health and Life Insurance. Support this podcast: https://podcasters.spotify.com/pod/show/q3changinglives/support
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Welcome to the Coffee and Accounting podcast, where we discuss Accounting, Taxes, Business, the Cloud, and technology for both employees and entrepreneurs. #coffeeandaccounting
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This podcast series brings to life articles on M&A topics in the financial services industry (FSI). It addresses how operating environments for insurers, banks, and other financial services firms are undergoing dramatic change—from shifting regulations to new entrants that disrupt traditional service models and everything in between. Each episode focuses on changes in the industry and what your company should do in response.
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Welcome to Fuller Wallets were amazing things happen. We strive to give or audience informationon how to obtain financial freedom💞 Cover art photo provided by Artem Bali on Unsplash: https://unsplash.com/@belart84
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Emerge stronger with IBM's latest financial services podcast: a deep dive into the hottest trends and cutting-edge technology for deeper banking modernization. Listen to IBM experts, academics, and market-leading analysts explore the latest innovations redefining the financial services landscape.
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Join the conversation and discover how to unlock growth for your bank, neobank or fintech. Each week will talk candidly with leading entrepreneurs, executives and engineers that are building the future of banking.
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The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
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DiverCity Podcast: Talking Diversity and Inclusion in the Financial Services Industry
Julia Streets Productions
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
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If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
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A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
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From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.
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Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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In our Spotlight on Financial Services Tax series, Tax Partner - Peter Maybrey and Middle East Information Reporting Leader - Bilal Abba, look at the key issues Middle East based businesses need to be aware of and how they apply to the financial services sector.
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The financial services industry continues to face uncertainty with the continuous emergence of disruptive technologies that are changing the face of financial services in the region. Identifying what the future holds and what shift in strategic mindset and execution will be needed has proved to be challenging. How will banking evolve and how will traditional banks rise to the challenge? What is the future of digital only banks in the region? How will Fintechs and emerging technologies redefi ...
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Empowering the Gen Z Future: Bridging finance and sustainability with Eunice Jung
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Welcome, everyone, to another episode of The Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack Miller.Next up, we have Eunice Jung, who is helping to encourage climate-smart lifestyles through fintech as Head of Par…
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Relative Return: Challenging consumers’ investment behaviour
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In this episode, host Laura Dew speaks with Chris Brycki, founder and CEO of Stockspot, about the rise of fintech, robo-advice, and the importance of financial education. Listen as they discuss: Australia’s understanding and uptake of online investing. How the firm conducts its asset allocation and stock selection. Behavioural biases among consumer…
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Wie gelingen Nachhaltigkeit und Diversität in der Versicherung? #39
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Nachhaltigkeitund Diversität sind nicht leicht zu erzielen im Unternehmen. Wie könnenmittelständische Versicherer sie authentisch leben? DieVolkswohl Bund Versicherungen blicken bereits auf eine lange Tradition inSachen ESG zurück. Die Nachhaltigkeitsbeauftragte Maike Pohl schildert imGespräch, wie ihr Unternehmen als mittelständischer Versicherer …
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The Lead Ladies - Room 101 With Dave Corbett
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The Lead Ladies are joined by this months guest, Mr Dave Corbett, Head of Protection at Mortgage 1st who has really ramped up the rants on Room 101 with his categorised list of pet peeves. 1. Miscellaneous 2. Youth of today 3. The industry With over 50 pet peeves to narrow down, a part 2 may be pending!…
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Looking at the Future of FinServ IT - with Jason Walker of BigPanda
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Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason returns to the platform to talk about the future of IT for financial services, given the potential of new generative…
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Pathway to Chartered: An insight to Chartered status
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BTS tarafından oluşturuldu
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Collective Defined Contribution schemes are going to save pensions
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Adrian Boulding makes a compelling case, not just why CDC schemes are a good idea but also, crucially how they are actually going to happenthe lang cat tarafından oluşturuldu
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Flex and The City with Bhagesh Malde - Episode 66
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I recently had the pleasure of sitting down with Bhagesh Malde, the Global Head of SS&C GlobeOp, for a great new Flex and the City conversation. From starting his life in Kenya and then beginning his working career in The City of London to his journey across multiple continents, Bhagesh's story is one of adaptability, resilience, and a relentless p…
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In this episode we discuss the latest edition of KPMG’sannual “Evolving Asset Management Regulation” report, titled “Managing Divergence”, which explores the regulatory developments impacting asset managers all around the world.KPMG International tarafından oluşturuldu
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T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II
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In this podcast special recorded live in the T3 Podcast Station powered by LPL Financial at the 2024 T3 Technology Tools for Today Advisor Conference, which also celebrated it's 20th anniversary. Host Marie Swift speaks to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32024. From intriguing presentat…
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Navigating debit, credit, and digital influence with Mastercard's Bunita Sawhney
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Welcome, everyone, to another episode of The Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack Miller.This episode of The Tearsheet Podcast delves into the evolving financial landscape for Gen Z, focusing on their t…
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IFA: CSLR’s unanticipated cost and legacy burden on advisers
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Phil Anderson to discuss the industry’s concerns regarding the latest CSLR levy, emphasising the unexpected scale of the levy and its focus on covering legacy issues. Anderson, who is the general manager of policy advocacy and standards at the Financial Advice Association Aus…
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SMSF: Investing in specialised housing through an SMSF
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen…
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Relative Return: Looking beyond the Magnificent Seven
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In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia-Pacific at American Century Investments, about global small caps, technology stocks, and why ESG is not a political statement. Listen as they discuss: The performance of global small caps. The emergence of “exciting” valuation discount. How he approaches …
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Inside Adyen's approach to digital payments with Trevor Nies
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Welcome, everyone, to another episode of The Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack Miller.Today we have an insightful conversation for you featuring Trevor Nies, senior vice president and global head of …
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Episode 5: 'Talking Ads' with Alex, Cathy, Hannah, and Tessa
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The 'Talking Ads' team are back for another round of show and tell this month including, a Miami Beach spring breakup video, a 'nod' to Carlsberg Instagram promotion, a catchy tune from a well known washing machine brand and a good old-fashioned billboard. We recommend you view all four adverts before or during listening to this episode to engage i…
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SMSF: What to consider when investing in property
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances …
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Relative Return: Making private credit accessible to retail investors
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In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of private credit in Australia. Listen as they discuss: · The environment for alternative investments. · Demystification of private credit for investors. · How MA Financial grew from …
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Empowering merchants with Citi Pay: A dive into embedded payments with Terry O'Neil
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Welcome, everyone, to another episode of The Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack Miller.Today, I’m thrilled to bring you an exclusive conversation with Terry O'Neil, a payments leader at Citi responsib…
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Unleashing the power of brand purpose in financial services with StrawberryFrog
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In the dynamic landscape of financial marketing and transformation, few figures stand out as prominently to me as Scott Goodson, CEO, and Chip Walker, Head of Strategy, at StrawberryFrog. I’ve spoken to these guys a few times over the years and they just get it. StrawberryFrog has been called the very best creative marketing, innovations, and trans…
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Approaches to AI Infrastructure for Service Support and Incident Management for Financial Services - with Jason Walker of BigPanda
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Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason joins us on this week’s podcast to discuss what financial leaders need to know to drive the IT infrastructure necess…
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Rosemount Financial Solutions - Ahmed Bawa
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Our 'Which Network Should I Join?' Series continues! Alex is joined by Ahmed Bawa, Chief Executive Officer at Rosemount Financial Solutions (IFA) Ltd, who specialise in supporting mortgage advisers through their 'family-like' approach. From summer BBQ's to dinners and incentives, Ahmed explains what it's like to work with the network. Plus, we hear…
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IFA: Financial advice and the gender pay gap
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In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with Adele Martin, the founder of My Money Buddy and the Savings Squad podcast, on the occasion of International Women’s Day. Martin and Djurdjevic discuss the latest gender pay gap data, as well as ways to attract more women into financial advice and the potential for wom…
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Invest in Women: Accelerate Progress - International Women's Day 2024
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Join Alex Langhorn, Head of Business Support at BTS and Gee Foottit, Senior Manager, Recruitment Partnerships at St. James’s Place Financial Adviser Academy as they delve into the relevance of the UN IWD 2024 campaign, Invest in Women: Accelerate Progress. Gee brings over 25 years of expertise in finance and entrepreneurship to the table. Driven by…
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Women in Finance: Building a brand that lasts
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There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…
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Tom Selby and I unpick the political, fiscal and personal finance fun and games of the Budgetthe lang cat tarafından oluşturuldu
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Argyle's Shmulik Fishman on the firm's recent Series C and the future of payroll connectivity
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Today, we have a special guest joining us—Shmulik Fishman, CEO of Argyle. I’ve spoken to Shmulik a few times over the years and it’s been really interesting to see how early he was to the space he’s playing in, as well as the impact Argyle is having on financial services. The firm’s recent investment round I think speaks to that.Argyle has been at …
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Relative Return: How can financial services attract more women?
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In this episode, Maja Garaca Djurdjevic speaks with Sarah Shaw, chief executive and chief investment officer at 4D Infrastructure, about how she set up her own asset management business and how the sector can work to attract more women. Listen as they discuss: How to attract women to work in financial services. Shaw’s transition into infrastructure…
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SEO "NO-NOs" - Alex Curtis
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On this week's episode, Alex shares his top ten SEO "NO-NOs" for better website performance. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.Alex Curtis tarafından oluşturuldu
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IFA: Utilising political capital wisely
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In this episode of the ifa Show, host Keith Ford is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the recent creation of a new joint association. Mr Johnston explains why the AIOFP joined forces with the Finance Brokers Association of Australasia (FBAA) to form the…
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Bridging the financial guidance gap
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In which Robert and Charlie from Money Guided talk about how to help people manage their money betterthe lang cat tarafından oluşturuldu
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Behind the creation of Current's new credit builder card
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Welcome, everyone, to another episode of The Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack MillerAnd for today’s episode, we're embarking on an insightful journey with two professionals I consider as visionaries…
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SMSF: Part 2: Highlights from the SMSF Association National Conference
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In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMS…
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SMSF: Part 1– Highlights from the SMSF Association National Conference
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In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office’s illegal early acc…
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T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I
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In this podcast special recorded live in the T3 Podcast Station powered by LPL Financial at the 2024 T3 Technology Tools for Today Advisor Conference, which also celebrated it's 20th anniversary. Host Marie Swift speaks to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32024. From intriguing presentat…
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Scaling with Purpose: The Brex blueprint for growth with Karan Anand
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Welcome, everyone, to another episode of The Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack Miller.In today's conversation, I chat with Karan Anand, President at Brex. Brex has undergone a remarkable transformati…
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A long-term savings commission
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Andrew Tully from Nucleus on why we need a long-term savings commissionthe lang cat tarafından oluşturuldu
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Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent
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Today’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew returns to the platform alongsid…
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Episode 4: 'Talking Ads' with Alex, Cathy, Hannah, and Tessa
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Alex, Cathy, Hannah and Tessa are back to share their favourite advert findings for this month, which are full of nostalgia, food and cameos. We recommend you view all four adverts before, after or during listening to this episode to engage in the discussion. Immerse yourselves here: https://theleadengine.co.uk/talking-ads-february-24/ Brought to y…
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IFA: From QAR to ASIC, what’s making news this week
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the latest on the QAR and other regulatory changes affecting the profession. A year has passed since Minister for Financial Services Stephen Jones released the final report on the Quality of Advice Review, a move that was eagerly awaited …
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Gen Z invests for reasons that are completely different from previous generations
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Welcome, everyone, to another episode of The Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack Miller.Actually, I’m your co-host today – joining me is Rabab Ahsan, Tearsheet reporter. Rabab has been doing a bang-up …
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Relative Return: Lessons from growing an asset manager
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In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Fraser, principal and portfolio manager at Merlon Capital Partners, about growing an asset manager and exploiting behavioural biases. Listen as they discuss: Setting up Merlon in the wake of the GFC. The challenges of running a fund manager. The current state of Australia…
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Was leisten Datenplattformen im Deal-Geschäft? #38
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25:59
Noch vor 20 Jahren wurden Unternehmenstransaktionen in physischen Datenräumen gestaltet. Mit größeren Stapeln von Aktenordnern analysierte und prüfte das M&A-Team alle Informationen, die zur Vorbereitung eines Deals notwendig sind. Heute helfen Datenplattformen dabei, diesen Vorgang zu verbessern und zu beschleunigen. Nicola Ebmeyer, Co-Founderin u…
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Jessica Bird - The Intermediary
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49:02
This week, Alex is joined by Jessica Bird, Managing Editor at The Intermediary, a leading news website and the only monthly print and digital magazine for the UK mortgage and property finance industry. Have you got a story you would like to pitch? Email jessica.bird@theintermediary.co.uk. ...Remember to quote FROZEN TURKEY! Follow Jess on LinkedIn.…
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IFA: FIFO to finance: A unique journey to advice
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21:59
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21:59
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Angus Taylor, a financial adviser at Sheffield Financial, to discuss his unconventional path from working in a mine in central Queensland to financial advice. Mr Taylor explains why he made the move to financial services and breaks down the difficulty he had breaking into the…
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Unlocking access to top asset managers: The Securitize story with Jamie Finn
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26:49
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26:49
Welcome to the Tearsheet Podcast where we explore the future of financial services with an eye on technology, new models, innovation, and changing expectations. I’m Tearsheet editor in chief, Zack Miller.In the early days of Tearsheet over 10 years ago, we spent more time covering private markets for assets. Remember back, that was the crowdfunding…
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SMSF: Why trusts are not just for the wealthy
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37:59
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset prote…
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Relative Return: Gauging the economic influence of Swift's Aussie tour
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20:50
Swiftonomics are occupying the minds of Australian economists as the artist begins the Australian leg of her tour. AMP’s chief economist, Shane Oliver, a self-proclaimed Swiftie, predicts that Taylor Swift’s tour will inject $400 million into the economy. In this podcast, he discusses the economic impact that Swift’s tour may have on Australia, inc…
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Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial
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In this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest independent broker-dealer serving independent financial adviso…
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What Data Governance Means for Financial Services - with Andrew Sellers of Confluent
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24:13
Today’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew joins Emerj Senior Editor Matthe…
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