Financial Services открытые
[search 0]
Больше

Download the App!

show episodes
 
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.
  continue reading
 
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 ...
  continue reading
 
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
  continue reading
 
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.
  continue reading
 
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.
  continue reading
 
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.
  continue reading
 
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
  continue reading
 
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 ...
  continue reading
 
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.
  continue reading
 
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 ...
  continue reading
 
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 ...
  continue reading
 
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.
  continue reading
 
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 ...
  continue reading
 
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 ...
  continue reading
 
Loading …
show series
 
AJ Bell are lobbying for a radical simplification of ISAs. Tom Selby explains why, and how it could work. You can also read more about it here AJ Bell calls for ISA overhaul in radical simplification of UK savings system | AJ Bellthe lang cat
  continue reading
 
Today’s guest is Checkout.com Chief Risk Officer Ido Lustig. He joins Emerj Senior Editor Matthew DeMello on the program to talk about challenges in addressing fraud without false positives, where this gets murkier in places like cross-border transactions. Later, they discuss how these problems look from a data-based standpoint regarding classifica…
  continue reading
 
Alain Desmier, the founder of Contact State is back on the podcast for a second time, chatting to Alex and Tessa about how the Lead Gen company is getting on and how they are dealing with the impact of cold calling. Talking points: What does Contact State do / offer? Factors that have impacted cold calling. How do you think cold calling should be a…
  continue reading
 
Joseph Stone Capital, LLC, is a fully disclosed broker-dealer and member of FINRA and SIPC. FINRA Rule 3510 requires each member firm to create and maintain a business continuity plan. In accordance with the rule, the Firm has developed a plan to ensure the continuity of operations during business emergencies and disruptions.…
  continue reading
 
In this episode of Relative Return, host James Mitchell chats to David George, chief executive of Magellan Financial Group, to discuss how he is hoping to grow the asset manager to $100 billion in assets under management. Listen as they unpack: Taking over the CEO role at Magellan What he learnt from his role at Future Fund Staff culture at the fir…
  continue reading
 
The Financial Services sector continues to be at the heart of the uncertainty the world faces and the emergence of disruptive trends in our industry is relentless, we talk about these changes in depth with our guest speaker Banking Futurist, Brett King. In the final episode of season 1, Mahmoud Al-Salah, Financial Crime Leader in PwC Middle East's …
  continue reading
 
In this special Swift Chats, we're live at the 2023 T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming …
  continue reading
 
In this episode, host Julia Streets is joined by Rebecca Ajulu-Bushell, CEO of 10,000 Black Interns Foundation and the 10,000 Able Interns Foundation, and Philiip Olagunju, Head of corporate finance at PEM, the oldest and largest independent accountancy practice in Cambridge, UK. They discuss advocating for the unrepresented through both structured…
  continue reading
 
Flex and the City is coming to you from Switzerland🇨🇭 today, where we had the fantastic opportunity to sit down with the self-proclaimed "fund nerd" Norbert Schmitz. Norbert shares his unique perspective on leadership and communication in the funds industry, drawing from the intriguing analogy of pets and their owners. He believes that, much like t…
  continue reading
 
Today’s banking landscape is increasingly competitive with heightened customer expectations. We explore the critical importance of instant fulfilment and how banks can create seamless customer experiences with technology like AI and hybrid cloud.IBM
  continue reading
 
Stuart McDonald of LCP takes us on a brilliant canter through what's happening with life expectancy and longevity and the implications for pension provision. Link to Stuart's report, referenced in the podcast: https://www.lcp.uk.com/pensions-benefits/publications/longevity-report-2023-a-new-era-for-longevity-insights-to-tailor-your-journey/…
  continue reading
 
The Financial Services sector continues to be at the heart of the uncertainty the world faces and the emergence of disruptive trends in our industry is relentless, we talk about these changes in depth with our guest speaker Banking Futurist, Brett King. In the fifth episode, Sanjay Jain, Insurance Leader in PwC Middle East's Financial Services team…
  continue reading
 
The Financial Services sector continues to be at the heart of the uncertainty the world faces and the emergence of disruptive trends in our industry is relentless, we talk about these changes in depth with our guest speaker Banking Futurist, Brett King. In the fourth episode, Mark Stanley, Partner and Romanna Dada, Head of Ventures in PwC Middle Ea…
  continue reading
 
The Financial Services sector continues to be at the heart of the uncertainty the world faces and the emergence of disruptive trends in our industry is relentless, we talk about these changes in depth with our guest speaker Banking Futurist, Brett King. In the third episode, Mark Stanley, Partner, PwC Middle East and Dr. Antoine Khadige, Principal,…
  continue reading
 
Today’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that help them find lenders. Supriya returns to the show today to discuss the rise of personalization data in financial services and how this will change …
  continue reading
 
Bonus episode! Alex chats to Tessa about his very first client experience, his 'light bulb' moment and journey to setting up his own business. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.Alex Curtis, Tessa Snart
  continue reading
 
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Jacqui Henderson, founder and chief executive of Advice Intelligence. Ms Henderson discusses the evolution of technology in the advice space over her time in the industry, and how advisers could benefit from embracing digital innovations. She explains the goals of the Aust…
  continue reading
 
The Financial Services sector continues to be at the heart of the uncertainty the world faces and the emergence of disruptive trends in our industry is relentless, we talk about these changes in depth with our guest speaker Banking Futurist, Brett King. In the second episode, Jean Abou Assi, Partner and Ata Malik, Partner in PwC Middle East's Finan…
  continue reading
 
Bonus episode! The Lead Ladies are joined by their very first guest on the show, Hemat Natha, the Founder, CEO and Advisor at Mortgage Advice Point. Hemat reveals his pet peeve and The Lead Ladies share their opinions - join in on the latest rantalong and let us know on The Lead Engine socials if you agree! Brought to you from the team at The Lead …
  continue reading
 
With younger SMSF trustees driving up SMSF establishments, Jo Hurley highlights the top priorities for trustees in this age group. Class general manager, growth, Jo Hurley discusses the upwards trend in SMSF establishments in the 44 and below age group as reflected in recent ATO statistics. Ms Hurley touches on some of the factors driving the incre…
  continue reading
 
In this episode of Relative Return, host James Mitchell catches up with Hari Balkrishna, portfolio manager at T. Rowe Price, to discuss his journey from investment banking with Goldman Sachs to running a Global Impact Equity Fund in London. Listen as they unpack: The difference between ESG, sustainability and impact investing The underappreciated a…
  continue reading
 
Mike Barrett and I explore the barriers to people getting more financial advice and we look at hybrid advice with Chet Velani of EV. You can download Mike's report here ADVICE GAP REPORT - the lang cat (langcatfinancial.co.uk)the lang cat
  continue reading
 
Today’s guest is the Director of Product Management, Accounting &Tax at Intuit, Michael Hitchcock. Michael returns to the program to talk about the impact AI will have on accounting workflows, how it will fundamentally change accounting as a profession, and what this is looking like from his position at one of the leading personal financial service…
  continue reading
 
Chris Targett and his team at Social For Brokers create topical social media content for busy mortgage brokers & estate agents. Working closely with them to increase their social media presence through the creation of engaging content. In this episode, you'll hear some best practices for making the most out of social media on all platforms like Fac…
  continue reading
 
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by George Haramis, co-founder and chief executive of moneyGPS. Mr Haramis discusses what led to the formation of the Australian Digital Advice Association (ADAA), which includes moneyGPS, abrdn, Ignition Advice and Advice Intelligence, as well as how the process is progressin…
  continue reading
 
Taken from the latest Facebook live, Alex and Tessa share what's coming up in the next episode with their guest, Chris Targett from Social for Brokers. From the team at The Lead Engine.Tessa Snart, Alex Curtis
  continue reading
 
In this episode of Relative Return, host James Mitchell catches up with Milford Asset Management’s Will Curtayne to find out why he believes property price growth will track wage growth over the next decade. Listen as they discuss: The major impact of retiring Baby Boomers on the global economy Why it can be tactically beneficial to hold up to 40 p…
  continue reading
 
The Financial Services sector continues to be at the heart of the uncertainty the world faces and the emergence of disruptive trends in our industry is relentless, we talk about these changes in depth with our guest speaker Banking Futurist, Brett King. In the first episode, Dr Sandeep Srivastava, Financial Services Consulting Leader in PwC Middle …
  continue reading
 
Today’s guest is Thoughtworks Chief Technology Officer Rebecca Parsons. ThoughtWorks is a publicly owned global technology company operating in 18 countries, providing software design and delivery tools and consulting services to clients like Google and Microsoft. Together with Emerj Senior Editor Matthew DeMello, Rebecca explores how financial ser…
  continue reading
 
Alex and Tessa are joined by fellow podcast host and 'friend of the show', Craig Skelton to talk all about how he is helping self-employed advisers through his mortgage broker coaching. Talking points: - When / why did you decide to become a mortgage broker coach? - What are the benefits of coaching for the self-employed? - Coaching process and ste…
  continue reading
 
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by senior journalist James Mitchell to chat about Labor’s latest budget and missed opportunities. Maja and James reflect on some of the biggest budget announcements, including superannuation tinkering, cost-of-living measures, and an unpleasant ASIC levy announcement, while r…
  continue reading
 
Joseph Stone Capital, LLC has upheld a culture of powerful philosophies and unique monetary strategies for our clients. Joseph Stone Capital continues 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.…
  continue reading
 
Another Facebook Live podcast update brought to you by Alex and Tessa. This time sharing the highlights from their latest conversation with guest, Craig Skelton on mortgage broker coaching for the self-employed. From the team at The Lead Engine.Tessa Snart, Alex Curtis
  continue reading
 
The federal budget has outlined the government’s approach to some key issues for the SMSF industry. In this special budget episode, hosts Aaron Dunn and Miranda Brownlee discuss whether the quieter budget this year is the calm before the storm with the government still in the process of legislating an objective of super. They also discuss in detail…
  continue reading
 
In this week’s episode of Relative Return, Mayflower Consulting’s CEO, Sarah Penn, chats with host James Mitchell about structural issues in the Australian superannuation sector as Baby Boomers move from accumulation to drawdown. Listen to James and Sarah delve into: The Labor government’s disruption to the financial services industry Super funds r…
  continue reading
 
I loved interviewing Michael Fox - he gave me real goosebumps. From discussing his humble beginnings to his unwavering passion for encouraging new talent to join the financial services industry, Michael's story is truly remarkable. Michael discusses the importance of social mobility and highlights key elements of great leadership: effective communi…
  continue reading
 
In this episode, host Julia Streets is joined by Ed Warner, founder of the inclusive design business Motionspot and Ross Hovey, Accessibility Guru, Accessibility Consultant and Lloyds Banking Group Disability Role Model. They explore the importance of inclusive design to serve talent across all protected characteristics, with a particular focus on …
  continue reading
 
Today’s guest is Strategic Advisor for Dataiku, Kurt Muehmel. Dataiku is an AI and machine learning company with over $4.6 billion in funding. In conversation with Emerj Senior Editor Matthew DeMello, Kurt dissects the business challenges driving trends that are described as the “broad democratization” of data in financial services and other surrou…
  continue reading
 
Alex connects with storytelling expert, Doug Stevenson from his home in Arizona, US to talk about how he helps businesses by using story as a strategy. Doug teaches clients how to tell a story well, working on the design of a speech and the lesson and branding message behind this. Doug helps to prepare people for TED talks and has delivered his ver…
  continue reading
 
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Stuart Robert, shadow financial services minister and shadow assistant treasurer. Mr Robert shares his and the Liberal party’s views on the final report of the Quality of Advice Review and why they support its adoption in full, explaining why Minister Stephen Jones’ propos…
  continue reading
 
In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the marketing spin surrounding the ESG movement. Mr Bolger sits down with host and senior journalist James Mitchell to discuss: How he started out in financial services The impact of rising …
  continue reading
 
Today’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that help them find lenders. Supriya joins us on today’s episode to talk about the future of autonomous workflows in financial services – for both the con…
  continue reading
 
Alex and Tessa chat to Gary Stewart from Octane Solutions about the company's Connected-Home Utilities Platform service, which aims to take the stress out of the mortgage journey for mortgage brokers and their clients alike. Talking points: About Octane Solutions Who can you help? What services do you offer? - What is KONEX? Why use Octane Solution…
  continue reading
 
ASF Audits head of education Shelley Banton discusses the recent shift in the ATO’s compliance approach and some of the emerging compliance issues for SMSFs. Ms Banton shares her thoughts on the reasons behind the recent spike in trustee disqualifications and where some of the serious breaches are arising. She also chats about the benefits of early…
  continue reading
 
Loading …

Краткое руководство