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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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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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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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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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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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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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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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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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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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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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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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Welcome 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 invite you to join us as we uncover the story of Curve, a creative fintech that's a sort of operating system for mo…
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In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth management space. Listen as they discuss: The evolving financial services landscape since the Hayne royal commission. Strategic acquisitions and developments to help the space. Mon…
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This week, Alex shares some of the free marketing tools he uses to help with content ideas, content creation and website performance and explain how they work. The main four include: 1. Descript 2. Google 3. Google Search Console 4. Google Ads Other tools mentioned: Semrush Canva Shutterstock Brought to you from the team at The Lead Engine who spec…
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In this special edition of Flex and The City, Dave Micallef engages in an eye-opening conversation with none other than Kirsty Watson, the powerhouse Chief Operating Officer of Advisors at abrdn. Kirsty takes us on a journey from her roots in Dunfermline, Scotland, to her unexpected path into the world of financial services. Drawing inspiration fro…
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Today’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren joins us on today’s show to discuss new opportunities …
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​In this Swift Chat conversation, Marie Swift speaks with Steve Atkinson, Speaker, Leadership Coach, and Growth Expert with Admired Leadership. The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective l…
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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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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue. With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the dra…
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Welcome 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.For the past 18 months, we’ve been exploring what it will take to really deliver financial services and products that resona…
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In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Riley James, founder and chief executive of fintech SuperAPI, about creating a superannuation ecosystem and potential changes from the Quality of Advice Review. Listen as they discuss: The gap in the market for a technology ecosystem within superannuation. Working together …
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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're joined by Don Relyea, the Chief Innovation Officer at U.S. Bank, and Todder Moning, who leads the ba…
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In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024. Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, client development manager at Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of th…
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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.As we explore how financial services is attempting to cater to younger customers, it’s clear – some neobanks and …
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In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australian small caps and how the current market environment presents a “compelling opportunity” reminiscent of the post-Global Financial Crisis period. Listen as they discuss: How ineffic…
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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.Understanding how a system works is the first step to leveraging it to your advantage. However in an environment …
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We caught up with some of the mortgage brokers at The Right Mortgage Annual National Training Event - 'Embracing Change' in Birmingham last month, to find out why they joined the network and what advice they would give to other advisers. Visit The Right Mortgage here. A big thank you to the advisers that took time out to chat with us (in order of a…
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In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and thei…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the a…
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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…
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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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