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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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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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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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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Καλωσορίσατε στο AFS - Athens Financial Services Podcast, το podcast για επαγγελματίες και επιχειρηματίες που αναζητούν αξιόπιστες πληροφορίες και συμβουλές στους τομείς της λογιστικής, των φοροτεχνικών, των εργασιακών θεμάτων, των μισθολογικών ζητημάτων, της ανάπτυξης επιχειρήσεων και των συμβουλευτικών υπηρεσιών. Αναλύουμε με λεπτομέρεια ζητήματα που αφορούν τις τελευταίες νομοθετικές αλλαγές και τις επιπτώσεις τους στον επιχειρηματικό κόσμο, παρέχοντας εξειδικευμένη καθοδήγηση για την απο ...
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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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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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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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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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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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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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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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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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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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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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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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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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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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Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, κα Ελίνα Καραμάνου, αναλύει ποιες βιομηχανίες και τομείς έχουν μεγαλύτερη πρόσβαση σε χρηματοδοτικά εργαλεία. Ανακαλύψτε ποιοι κλάδοι ευνοούνται από τις τρέχουσες οικονομικές συνθήκες και ποιες είναι οι ευκαιρίες που πρέπει να εκμεταλλευτείτε. Η κα Καραμάνου εξετάζει τις τάσεις της αγορ…
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SMSF: Understanding invalidity and SMSFs
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members. Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who…
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This report highlights that PPC declares its first dividend in nine years as the cement producer returns to profitability. Management’s shake-up with the new group CEO Matias Cardarelli has strengthened the Executive Committee (Exco) with several new roles to improve the profitability and sustainable return on capital in South Africa. Internationa…
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How Current beat the fintech winter and achieved 100% growth with Current’s Stuart Sopp
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At Tearsheet, we've been following the growth and maturity of neobanks over the past few years and all in, with the billions of dollars invested, products launched, and customers acquired. The path to good unit economics has been elusive for some. Joining me on this podcast today is Stuart Sopp, CEO and co-founder of Current. In this episode Stuart…
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Episode 9: 'Talking Ads' with Alex and Tessa
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Alex and Tessa host this month's episode of Talking Ads with an array of adverts to share from food and drink to cars and dustbins. But, you'll find no rubbish here, just lots of useful ways to spruce up your website and social media! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immer…
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Flex and The City with Emanuele Vignoli - Episode 69
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Had an amazing interview with Emanuele Vignoli, the CEO of HSBC in Luxembourg on Flex and the City, and it did not disappoint! 🎙️✨ Emanuele dives deep into “Gender Finance” and his passion for boosting diversity in financial services. He stresses the importance of authentic leadership, continuous development, and staying curious in our ever-changin…
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Small Business Challenges Through the Lens of Financial Data - with Prasanna Dhore of Fiserv
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Today’s guest is Prasanna Dhore, Chief Data Officer at Fiserv and President of Data Commerce Solutions. Prasanna returns to the Emerj podcast platform, following his appearance earlier this month on the ‘AI in Business’ podcast, to talk about findings from the latest edition of Fiserv’s Small Business Index, derived from point-of-sale transaction d…
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What does 'true' support look like in Financial Services?
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In this episode, Natalie Dawes - BTS Candidate Support & Business Development Adviser chats with Jennifer Cumberledge of True Potential Wealth Management - a BTS Featured Company. Jen alludes to her own journey within Financial Services and the career progression that she has had, greatly down to the level of support she has received in her roles t…
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The 2024 Advice Gap report is the definitive guide to the advice market, the dynamics of the sector and the impact of the FCA's Consumer Duty. Co-author and colleague Mike Barrett is here to explain all. You can download a copy of the report here The Advice Gap 2024 - The Lang Catthe lang cat tarafından oluşturuldu
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Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney
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In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney, Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emu…
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GNU: The First 100 Days What needs to be done to transform promises into policy, address systemic inequalities and ensure economic growth: PSG Think Big Series
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Justice Malala: Political Analyst Facilitated by Alishia Seckam: Broadcast and financial journalist. Justice Malala is a best-selling author, political analyst, newspaper columnist, media entrepreneur, talk-show host, and public speaker. As columnist on major publications in SA and as anchor of a major political talk show, Malala is a voice to whic…
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IFA: Insights on the UK and Australian financial advice landscape
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In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, explains how the r…
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Our team of skilled analysts recently reviewed their British American Tobacco recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as…
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Chase's new cash flow-focused solutions for SMBs with Jameson Troutman
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I had the pleasure of speaking with Jameson Troutman, Head of Product at Chase for Business. With over 20 years of experience in financial services, Jameson shared valuable insights into the current state of small and medium-sized businesses (SMBs) in the U.S. and the innovative solutions Chase is offering to support them.As Jameson puts it, “Small…
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Οικονομικοί Σύμβουλοι: Κλειδί για την Ανάπτυξη και την Επιτυχία των Επιχειρήσεων - AFS Podcast – No8
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Σε αυτό το επεισόδιο του AFS Podcast, αναλύουμε τον κρίσιμο ρόλο των οικονομικών συμβούλων στην ανάπτυξη και την επιτυχία των επιχειρήσεων. Ο Νίκος Καραμάνος εξηγεί πώς οι εξειδικευμένοι οικονομικοί σύμβουλοι μπορούν να βοηθήσουν τις επιχειρήσεις να αξιοποιήσουν τις ευκαιρίες ανάπτυξης, να βελτιστοποιήσουν τις οικονομικές τους στρατηγικές και να επ…
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Bluevine’s recipe for Small Business Banking: Unlocking financial efficiency for SMBs
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On our exploratory journey of what it takes to build world-class products in financial service, today we have a conversation with Herman Man, the Chief Product Officer at Bluevine. We sat down with him to discuss how the fintech company is revolutionizing small business banking. He shares how Bluevine aims to serve as a comprehensive financial OS f…
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Rebus - Lee Gathercole and Neezam Romjon
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In a world where influencers and bloggers often tout quick fixes and shortcuts, it's refreshing to hear a different perspective. Join us as we sit down with Lee & Neezam, two successful professionals who believe in investing more time with their clients to achieve outstanding results. They share their process from the moment a lead drops in their i…
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IFA: ‘Sanity prevailed’: How adviser action helped change the DBFO bill
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In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to discuss the recent passage of the first Delivering Better Financial Outcomes bill and the need to expand the advice profession. Cullen explains how advisers engaging with the political process delivered a tangible outcome in the ame…
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Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, κα Ελίνα Καραμάνου, μας καθοδηγεί στον συναρπαστικό κόσμο των χρηματοδοτικών εργαλείων και πώς αυτά μπορούν να μεταμορφώσουν την επιχείρησή σας. Ανακαλύψτε τα βασικά είδη χρηματοδοτικών εργαλείων και το πώς μπορούν να ενισχύσουν την ανάπτυξη μικρών και μεσαίων επιχειρήσεων. Η κα Καραμάν…
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SMSF: Regulatory round-up: The changes SMSF professionals need to know
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In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament. They discuss what has led to the debate over Division 296 being delayed, including the government’s increasingly pre…
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Relative Return: Where MFS is seeing bond opportunities
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In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Management, to discuss opportunities in bonds amid potential rate cuts. Listen as they discuss: The impact of upcoming rate cuts. How the market environment compares to the global financia…
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Streamlining financial ops: BILL's Irana Wasti on integrated solutions for SMBs
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In this episode of the Tearsheet Podcast, I am joined by Irana Wasti, Chief Product Officer at BILL. Irana has a background in product management and a strong passion for serving SMBs worldwide. Throughout her career, Irana has focused on developing tools to assist SMBs in starting, growing, and thriving. She emphasizes the importance of scalable a…
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The Lead Ladies - Room 101 - Funmi Olufunwa Returns!
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Founder of Hoops Finance, Media Finance Expert and Financial Educator, Funmi Olufunwa joins The Lead Ladies on Room 101 after nearly a year on to share parental updates and more! Will Funmi stick to her previous pet peeves and keep them locked away or has she found a new perspective on school life? Follow Funmi on LinkedIn. Brought to you from the …
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The evolving landscape for advice platforms
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On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space. Tune in to hear insights on the importance of embracing digital as well as having a great culture, and ho…
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Σε αυτό το επεισόδιο του AFS Podcast, εξερευνούμε την επανάσταση που έχει φέρει η τεχνολογία στον κόσμο της λογιστικής και της συμβουλευτικής. Ο Νίκος Καραμάνος μιλάει για τη μετάβαση από τις παραδοσιακές μεθόδους στις σύγχρονες λύσεις cloud και πώς αυτή η αλλαγή έχει βελτιώσει την ακρίβεια, την αποτελεσματικότητα και τη διαφάνεια των οικονομικών δ…
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Relative Return: Advisers’ role in supporting the retirement transition
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In this latest episode of Relative Return, host Maja Garaca Djurdjevic speaks with Justine Marquet, head of technical services at Allianz Retire+, to discuss the financial and emotional challenges that consumers face as they approach retirement. Listen as they discuss: Flexibility in retirement products. How advisers can support pre-retirees. The s…
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Mobile services are unleashing new banking frontiers with Gigs' Hermann Frank
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Earlier this year, we first heard news from Revolut and then Nubank launching mobile services. At the time, it just seemed like a story about cross marketing and selling. Both neobanks have large audiences, and selling a mobile plan would likely make some ancillary money. A few years ago, things were happening in the reverse direction – it seemed t…
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Driving AI and ML Investment in Financial Services - with Craig Mackereth of Rimini Street
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Today’s guest is Craig Mackereth, Executive Vice President of Global Service Delivery at Rimini Street. Rimini Street is a publicly traded company specializing in third-party support for mission-critical systems at financial services organizations and beyond. Craig returns to the program today to discuss the best strategies for driving AI and ML in…
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The Lead Ladies - Room 101 With Rhys Schofield
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It's only the Former Metallica of Mortgages and Slayer of Meerkats! Yes, Rhys Schofield joins The Lead Ladies on Room 101 to reveal is pet peeves and he isn't holding back! This one is hardcore... Plus, Rhys shares his passion for Warhammer and Wrestling...very rock 'n' roll! Please note: Companies named in this podcast by Rhys Schofield represent …
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IFA: Understanding the regulatory costs impacting advice
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In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for the advice profession that are adding a cost burden to the provision of advice. Anderson, who is the general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), explains the different mech…
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Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, Ελίνα Καραμάνου, μας εισάγει στον κόσμο των χρηματοδοτικών εργαλείων. Ανακαλύψτε ποια είναι τα βασικά είδη χρηματοδοτικών εργαλείων και πώς μπορούν να ωφελήσουν μικρές και μεσαίες επιχειρήσεις. Μάθετε πώς να επιλέξετε το κατάλληλο χρηματοδοτικό εργαλείο για την επιχείρησή σας και ποια κ…
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SMSF: Taking a human-centric approach to SMSF lending
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In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja Garaca Djurdjevic to discuss why the self-employed lender has launched a new offering for SMSFs. Fisher explains that SMSFs are a natural fit for small business owners, but they often run into hurdles, with infrequent super contribut…
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On product strategy and digital transformation with Green Dot's Melissa Douros
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We’re continuing on this exploration of what it takes to build world-class products in financial services. Today, we have a fascinating conversation with Melissa Douros, the Chief Product Officer at Green Dot.Green Dot is an interesting amalgamation – it’s one of the first banking as a service companies. But it’s also a bank. With a configurable pl…
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Relative Return: Changing perceptions on responsible investing
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In this week’s episode of Relative Return, host Laura Dew speaks with Jordan Cvetanovski, chairman and chief investment officer at Pella Funds Management, about running his own business, ESG, and global equities. Listen as they discuss: Taking the step to set up his own asset manager. The philosophy and process of the Pella Global Generations Fund.…
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Flex and The City with Francesca Prym - Episode 68
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17:55
🎙️ Today on Flex and the City, we took a virtual trip to Bella Italia with Francesca Prym! As the CEO of UBS Fund Management in Luxembourg and Head of UBS Mancos Europe, Francesca brought one important thing—ENERGY. You’ll walk away from this episode feeling inspired, energised, and reassured by her incredible insights and passion for the industry.…
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Episode 8: 'Talking Ads' with Alex, Hannah, Steph and Tessa
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23:08
The team are back this month with another eclectic mix of adverts to help get the creative juices flowing. From Smoothies and Satan to babies and dogs, it's another tail-wagging episode! We recommend you view all four adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. Brought to you from the tea…
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IFA: Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation
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21:35
On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in to hear insights on how Insigni…
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A blueprint to fix the UK's pension system
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1:22:36
Michael Johnson sets out a radical and thought-provoking vision for reform of the UK's state, workplace and individual pensions, with a view to simplicity and long-term sustainability. Pensions: a vision for the future - Social Market Foundation. (smf.co.uk)the lang cat tarafından oluşturuldu
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Our team of skilled analysts recently reviewed their Redefine recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informa…
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PSG Wealth has a team of skilled analysts who produce regular research on the companies in our universe. In this recording they outline the reasons for their sell recommendation for Renergen. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as gen…
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Οι Κρίσιμες Δεξιότητες που Διαμορφώνουν τους Κορυφαίους Λογιστές-Οικονομικούς Συμβούλους" - AFS Podcast – No4
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Σε αυτό το επεισόδιο του AFS Podcast, διερευνούμε τις σημαντικότερες δεξιότητες που πρέπει να διαθέτει ένας σύγχρονος λογιστής-οικονομικός σύμβουλος. Ο Νίκος Καραμάνος αναλύει τα κριτήρια που διακρίνουν τους κορυφαίους επαγγελματίες του κλάδου, όπως η στρατηγική σκέψη, η βαθιά κατανόηση των οικονομικών δεδομένων και η ικανότητα να προσφέρουν πολύτι…
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Relative Return: Demystifying the use of hedge funds
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19:20
In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O’Connor and head of sales and distribution for South-East Asia at UBS Asset Management, to discuss alternative investments and hedge funds. Listen as they discuss: UBS’ single-manager hedge fund group O’Connor. Demystifying hedge funds. The a…
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What's the next government got planned for our income and savings
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My colleague Alison Gay and I review the party manifestos published to date and consider the key personal finance promisesthe lang cat tarafından oluşturuldu
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How AI Looks in the Portfolio - with Manish Goyal of Berkshire Partners
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15:05
Today’s guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials, and healthcare sectors. Manish returns to the show today to tell us what AI is looking like from…
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OnPoint Financial - Martin Lightbowne
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40:02
Martin Lightbowne, Managing Director and Business Protection Specialist of OnPoint Financial joins Alex on the podcast once again, this time to chat about his monthly protection masterclasses and more! Visit OnPoint Financial here. Follow Martin on LinkedIn. Sign up / find out more about the protection sales skills masterclasses here.…
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IFA: Breaking down the impact of the CSLR
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34:30
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. The pair delve into the details behind the CSLR, including how the scheme works and why advisers won’t be on the…
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Στο τελευταίο μας podcast, η κ. Ελίνα Καραμάνου, CEO και Σύμβουλος Επιχειρήσεων, εξερευνά τις πιο πρόσφατες χρηματοδοτικές ευκαιρίες που μπορούν να βοηθήσουν την επιχείρησή σας να αναπτυχθεί. Είτε είστε ιδιοκτήτης μικρής επιχείρησης είτε διαχειριστής μεσαίας εταιρείας, αυτό το επεισόδιο είναι γεμάτο με πολύτιμες πληροφορίες και συμβουλές. Μην χάσετ…
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SMSF: The grey area of wholesale investor thresholds for SMSFs
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50:35
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, to discuss the intricacies surrounding possible changes to the wholesale investor tests. Scotchbrook explains the background to the current inquiry into the wholesale thresholds, including how SMSFs find th…
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Wie tragen Ökosysteme zur Wettbewerbsfähigkeit der Finanzindustrie bei? #42
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22:16
Seit vielenJahren sind Alice Rettig (TechQuartier) und Philipp Köhler (ALH) alsInnovationsmanager in der Finanzbranche tätig. In unserem Podcast sprechen sieüber die Kraft der Kollaboration, die Technologie-Startups ebenso beflügelt wieBanken oder Versicherungen – und warum die Branche noch mehr davon braucht. Eine starke Wirtschaft braucht starke …
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Relative Return: What do fund managers look for in new hires?
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35:10
In this episode of Relative Return, host Laura Dew speaks with Mischa Bennett, managing director of Capital Executive Search, to dig into the intricacies of fund management recruitment. Capital Executive Search is a partner of the Money Management Fund Manager of the Year Awards, which took place on 13 June. Listen as they discuss: The areas of fun…
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