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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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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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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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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Algorithm Integrity Matters: for Financial Services leaders, to enhance fairness and accuracy in data processing
Risk Insights: Yusuf Moolla
Insights for financial services leaders who want to enhance fairness and accuracy in their use of data, algorithms, and AI. Each episode explores existing and emerging challenges and solutions related to algorithmic integrity, including discussions on navigating independent audits. The goal of this podcast is to give leaders the knowledge they need to ensure their data practices benefit customers and other stakeholders, reducing the potential for harm and upholding industry standards.
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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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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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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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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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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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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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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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Compound Influence #2: Ron "The Analyst's Analyst" Shevlin
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Welcome to Compound Influence, the podcast that dissects the power players shaping the financial services industry. I'm your host, Tearsheet's Zack Miller, joined by my insightful co-host, Josh Liggett.In today's episode, we're diving deep into the world of financial analysis and influence, focusing on a figure who's been making waves in a unique w…
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Πώς να Προετοιμαστείτε για Επιτυχημένη Χρηματοδότηση Συμβουλές για Νέους Επιχειρηματίες - Nο15
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Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, κα Ελίνα Καραμάνου, προσφέρει πολύτιμες συμβουλές για νέους επιχειρηματίες που αναζητούν χρηματοδότηση. Μάθετε πώς να προετοιμαστείτε σωστά, να αποφύγετε τα κοινά λάθη και να επιλέξετε τα κατάλληλα χρηματοδοτικά εργαλεία για την επιχείρησή σας. Η κα Καραμάνου αναλύει τα βασικά κριτήρια …
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SMSF: ‘Adopting a holistic approach’ – Dealing with estate planning nuances
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in …
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Flex and The City with Aric Faber - Episode 70
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Dave Micallef dives into an engaging conversation with Aric Faber, the dynamic President and CEO of SalesPage, on the latest episode of Flex and the City. From starting with Aric Faber's background, leadership philosophy, and experiences in business. To emphasising the importance of authentic leadership, influenced by his early experiences in sport…
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4. Structuring the Audit Objective: 10 Key Aspects of Algorithm Integrity
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Spoken (by a human) version of this article. In Episode 1, we explored the challenges of placing undue reliance on audits. One potential solution that we outlined is a clear scope, particularly regarding the audit objective. In this episode, we focus on algorithm integrity as the broad audit objective. While it’s easy to assert that an algorithm ha…
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Episode 11: 'Talking Ads' with Alex, Steph and Tessa
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Alex, Steph and Tessa share the adverts that have caught their eye this month, bringing along a mixed bag of ideas. From text messages and QR codes to getting creative with Canva and copy writing, the team have got you covered! We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immerse your…
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Financial Advice in a Consumer Duty world
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...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish HighlandsOleh the lang cat
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Our team of skilled analysts recently reviewed their PPC recommendation. Listen to this recording to find out which factors they considered to reach their hold 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 information…
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Managing Risk in Financial Services with AI - with Swami Jayaraman of Iron Mountain
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Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mountain. Iron Mountain is a publicly traded global leader in storage and information management services trusted by over 240,000 organizations worldwide, including 90% of the Fortune 1000. Swami joins us on today's show to talk about risk management chal…
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Evolving tech preferences among community banks: Craft Bank’s tech & growth with CEO Ross Mynatt
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Hey, I'm Tearsheet's Sara Khairi. For my very first episode, I decided to step outside the frenetic pace of the Big Apple and dive into the lesser-known banking scene in other states. Community banks have weathered a storm of challenges in recent years, including macroeconomic pressures and the uncertainty following three regional bank failures in …
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IFA: Unlocking the potential of your CRM with Matt Esler
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In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems. He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input. Esler also discusses the importance of personalisation…
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The evolving role of Chief Data Officers and Generative AI in financial services
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Welcome to 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 episode, we explore what it takes to build world-class data governance in financial services. Our guests are Jay Como, the global he…
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Μαθαίνοντας τα Σημάδια: Πότε η Επιχείρησή σας Χρειάζεται Οικονομικό Σύμβουλο - No14
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Στο 14ο επεισόδιο του AFS Podcast, εστιάζουμε στα σημάδια που υποδεικνύουν πότε μια επιχείρηση χρειάζεται τη βοήθεια ενός οικονομικού συμβούλου. Ο Νίκος Καραμάνος αναλύει τα κρίσιμα σημεία που πρέπει να προσέξουν οι ιδιοκτήτες και οι διευθυντές επιχειρήσεων για να καταλάβουν αν η οικονομική καθοδήγηση είναι απαραίτητη. Από την διαχείριση ρευστότητα…
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3. Navigate Algorithm Audit Guidance: some aren't relevant to your context
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Spoken (by a human) version of this article. AI and algorithm audits help ensure ethical and accurate data processing, preventing harm and disadvantage. However, the guidelines are not yet mature, and quite disparate. This can make the audit process confusing, and quite daunting - how do you wade through it all to find the information that you need…
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How FIs can ride the AI wave and build for a fragile customer with Suzy’s CEO Matt Britton
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This conversation with Suzy’s Matt Britton really rose above the noise and allowed me to look at the financial services industry as an interconnected whole, as a mechanism that is alive and complex. It's the kind of perspective you can lose when you report on niche developments day in and out. In this podcast, Britton takes us on a step by step ins…
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Mortgage Industry Mental Health Charter (MIMHC) - Jason Berry
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Alex is joined by Jason Berry, Group Sales Director at Crystal Specialist Finance and Co Founder of Mortgage Industry Mental Health Charter (MIMHC). Follow Jason on LinkedIn. Visit or sign up to MIMHC here. Visit Crystal Specialist Finance here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and conten…
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IFA: Finding the ‘secret sauce’ for advice firm operations
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In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report. Clark breaks down the ingredients that make up the secret sauce of great ad…
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Will pensions be Dashboard ready? Data quality, member ID and false passports
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James Slevin of Target (targetprofessional.co.uk) joins me to discuss the challenges of pension scheme data management, the pension dashboard, member identification and...how to get a false passport...Oleh the lang cat
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SMSF: 100th episode special – Peter Burgess on the glimmer of hope for $3m super tax changes
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In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn celebrate the 100th episode of the podcast with a discussion of how the sector has changed over the last four years. SMSF Association CEO Peter Burgess also joins the show to break down the current state of the $3 million super tax bill and why the growing support for…
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Transforming Financial Content: Malka, MoneyLion’s data-driven approach to today’s consumers
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Today’s a first for the podcast. We have an entire management team joining us on the podcast. For today’s show, we have the new leadership team of Malka Media. Malka is a subsidiary of MoneyLion and the firm’s content studio. It’s in integral part of the entire firm’s strategy and we definitely dive into their groundbreaking approach to financial c…
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2. Choice vs obligation: motivation shapes the effectiveness of your audit
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Spoken (by a human) version of this article. The motivation(s) for commissioning an audit can determine how effective it will be. Consider a personal health check-up: Sometimes we undergo medical check-ups because we don’t have a choice. We need to - for example for workplace requirements or for insurance. At other times, we choose to undergo such …
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Episode 10: 'Talking Ads' with Alex, Hannah, Steph and Tessa
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The team are back to share the adverts that have caught their eye this month, sharing what made them stop and look and how you could create similar promotions for your website or social media pages. From 'adulting' and cleaning to furniture and music lessons, they have selected a range of cleverly thought about adverts for you to store away neatly …
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IFA: ‘Milestone event’: Inside the Entireti, AMP deal
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In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s recently announced strategic partnership that will see Entireti take a majority stake in AMP’s three licensees and the Jigsaw offering. Younger explains how the move will impact the advisers moving across as well as what the deal means…
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Relative Return: The return to favour for fixed income
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In this episode of Relative Return, host Laura Dew chats with Kellie Wood, head of fixed income and deputy head of fixed income and multi-asset at Schroders Australia, to discuss why fixed income is returning to favour after a 12-year wait. Listen as they discuss: Why fixed income is in a good position now. The unique challenge in Australia’s econo…
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1. How reliable is the algorithm / workflow audit that you have commissioned?
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Spoken (by a human) version of this article. One common issue with audits is undue reliance. Can you rely on the audit report to tell you what you need to know? Could you be relying on it too much? https://riskinsights.com.au/blog/reliable-audits About this podcast A podcast for Financial Services leaders, where we discuss fairness and accuracy in …
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From port to pipeline - Transnet’s future New CEO’s recovery plan for operational and financial success: PSG Think Big Series
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Adv. Michelle Phillips: Group CEO: Transnet Facilitated by Alishia Seckam: Broadcast and financial journalist. Adv. Michelle Phillips is the current Group Chief Executive of Transnet SOC Ltd and was appointed into this role effective 01 March 2024. She has 24 years’ experience in Transnet with a proven track record in business and operations improv…
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Adequacy and resilience - what are we aiming for?
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The excellent Nathan Long of Hargreaves Lansdown talks through with me the Government's pension review, retirement adequacy and its complexities, financial resilience and the work they've done tracking it and we finish with a look ahead to the Budget on 30th October. HL Savings and Resilience Barometer | July 2024 | HL…
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Driving Digital Transformation in Financial Services - with German Soto-Sanchez of Broadridge
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Today’s guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder vot…
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Google Ads Admin: Essential Steps for Financial Services - Alex Curtis
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Key Topics Covered: 1. Advertiser Verification: Importance of proving your identity and business legitimacy to Google. Required documents: Incorporation certificate and passport/driver’s license. Common mistakes to avoid, such as mismatches between your business name and what’s listed on the FCA register. Tips for ensuring your identification docum…
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IFA: ‘I’m really bullish on the profession’: The opportunity to provide value
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In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice. Watson covers the advice firm’s recent expansion with a new…
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Tradition & Innovation: Wealth Management with BNY's Nader Souri and Arta Finance's Caesar Sengupta
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Tearsheet’s roots were in investment and wealth tech. As that world became more focused on plain vanilla robo-advisors about a decade ago, I expanded our focus to include banking, payments, and lending. That’s because with ETFs and low-cost providers, it felt like most of the focus of innovation was coming from removing costs. Things have changed s…
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SMSF: How does an enduring power of attorney work with an SMSF?
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Chris Hill, co-founder – legal at Inherit Australia, to dive into all of the issues and challenges that can arise when an enduring power of attorney and an SMSF collide. Hill explains why SMSF professionals need to have discussions with their clients around inca…
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Relative Return: Debunking index investing
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In this episode of Relative Return, host Laura Dew speaks with Michael Hunstad, deputy chief investment officer and chief investment officer of global equities at Northern Trust Asset Management, to debunk myths around index investing. Listen as they discuss: Misconceptions around index investing. Impacts of market volatility on index funds. Why “p…
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Compound Influence Podcast #1: Jim "The OG" Cramer
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32:13
Brought to you by Tearsheet, Compound Influence is a podcast that explores the power of influencers in the financial services industry. The hosts, Zack Miller and Josh Liggett, discuss the rise of influencers and their impact on private investing and traditional financial services. They focus on the OG influencer, Jim Cramer, and his use of social …
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A brief intro to the podcast. If you have suggestions for topics you'd like me to cover, feel free to reach out to me via email. yusuf@riskinsights.com.au About this podcast A podcast for Financial Services leaders, where we discuss fairness and accuracy in the use of data, algorithms, and AI. Hosted by Yusuf Moolla. Produced by Risk Insights (risk…
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Διαχείριση Χρέους Οι Καλύτερες Πρακτικές για Επιχειρήσεις - Nο13
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2:14
Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, κα Ελίνα Καραμάνου, μοιράζεται τις καλύτερες πρακτικές για τη διαχείριση χρέους στις επιχειρήσεις. Ανακαλύψτε πώς μπορείτε να αποφύγετε τα συνήθη λάθη και να εφαρμόσετε στρατηγικές που θα βελτιώσουν την οικονομική σας υγεία. Ακούστε το επεισόδιο και εφοδιαστείτε με τις γνώσεις που χρειά…
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Η Τέχνη της Παροχής Σύνθετων Οικονομικών Συμβουλών: Προκλήσεις και Λύσεις - No12
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2:13
Σε αυτό το επεισόδιο του AFS Podcast, εξερευνούμε την τέχνη της παροχής σύνθετων οικονομικών συμβουλών και τις προκλήσεις που αντιμετωπίζουν οι επαγγελματίες του κλάδου. Ο Νίκος Καραμάνος μας παρουσιάζει τις κύριες δυσκολίες που ανακύπτουν όταν προσπαθούν να παρέχουν υψηλής ποιότητας συμβουλές σε πελάτες με πολύπλοκες οικονομικές ανάγκες. Συζητάμε …
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Αξιολόγηση Χρηματοδοτικών Εργαλείων Οδηγός για Επιχειρήσεις - No11
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2:26
Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, κα Ελίνα Καραμάνου, μας δίνει έναν πλήρη οδηγό για την αξιολόγηση χρηματοδοτικών εργαλείων, προσφέροντας πολύτιμες πληροφορίες και πρακτικές συμβουλές για επιχειρήσεις. Ανακαλύψτε πώς να επιλέγετε το κατάλληλο χρηματοδοτικό εργαλείο για την επιχείρησή σας, ποια είναι τα βασικά κριτήρια …
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Google Ads For Brokers - Setting Up For Success - Alex Curtis
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17:50
Key Points Discussed: 1. **Definition of Conversions and Key Events**: - Historically, conversions were straightforward leads, typically tracked when someone filled out a form on a website. - Now, Google refers to them as events or key events, emphasizing the importance of tracking user interactions before and after a lead is registered. This inclu…
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IFA: Don’t wait for the silver bullet of regulatory reform
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33:54
In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Ben Marshan Consulting, to break down how the Delivering Better Financial Outcomes reforms will impact advisers and how they can look beyond the shifting regulatory landscape to improve their businesses. Marshan explains how the ongoing financial services reforms…
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Unlocking 5000 global corridors: Remitly's growth story with Matt Oppenheimer
42:58
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42:58
Matt Oppenheimer, co-founder and CEO of Remitly, joins us on the podcast today. He shares his journey and insights into building a company that transcends borders with trusted financial services. Remitly's vision is audacious: to transform lives by providing reliable financial services across the globe. "We're just getting started," says Oppenheime…
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The Pensions Bill, the new government and insights from Australia
1:02:00
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1:02:00
Mike Ambery from Standard Life joins me to talk about what the new government is up to and what he learned on his recent research trip to AustraliaOleh the lang cat
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Φορολογική Συμβουλευτική που Κάνει τη Διαφορά: Εξασφαλίστε την Επιτυχία της Επιχείρησής σας - No10
3:30
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3:30
Σε αυτό το επεισόδιο του AFS Podcast, εμβαθύνουμε στη σημασία της φορολογικής συμβουλευτικής για την επιτυχία των επιχειρήσεων. Ο Νίκος Καραμάνος μοιράζεται πολύτιμες γνώσεις και στρατηγικές για τη βέλτιστη διαχείριση των φορολογικών υποχρεώσεων και την εκμετάλλευση των διαθέσιμων φορολογικών πλεονεκτημάτων. Ανακαλύψτε πώς η σωστή φορολογική συμβου…
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Investment Idea: Nedbank - 31 July 2024
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3:30
Our team of skilled analysts recently reviewed their Nedbank 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 informat…
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Relative Return: A golden opportunity for investors
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20:06
In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Robin Tsui, APAC gold strategist at State Street Global Advisors, to discuss gold’s role as a diversifier in portfolios. Listen as they discuss: The recent performance of gold. Factors driving increased gold demand The effect of geopolitical risk. Why market risk makes diver…
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Our team of skilled analysts recently reviewed their MTN 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 information.…
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Essentials for Leveling-Up Strategy with AI - with German Soto-Sanchez of Broadridge
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19:43
Today’s guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder vot…
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Revenued CEO Sol Lax on flexible lending for small businesses
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36:38
On today’s episode, we sit down with Sol Lax, the CEO of Revenued, to dive into the intricacies of small business lending. Lax shares his journey from managing Merchant Cash Advances (MCA) to leading Revenued, a company focused on providing financial solutions for small businesses, particularly those with subprime FICO scores. With a background ric…
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Remarketing - Be Aware of Spam - Alex Curtis
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9:41
Alex is back on The Advisers Assemble Podcast, this time to talk about remarketing and how to avoid spam enquiries - including what this means and why you need to be aware of it if you are running remarketing adverts or planning too. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing …
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ifa: Navigating financial advice and finding a niche
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30:25
In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at Rising Tide Financial Services, to discuss where the advice profession is heading and the pressures that are impacting the provision of advice. Hale explains how Rising Tide found its core client base and moulded its offering around the…
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