This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial advice to a specialized barrister-style model focused on episodic work while growing his company, Ethos, and collaborating with other advisors.
For more information on Franklin Templeton connect with our team.
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#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …
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#486 Nick Donnelly and MaryAnn de Mestre
In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, …
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AI for Advice Practices #1
In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG …
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AI for Advice Practices #2
In this episode, Sacha is joined by Jason Fowler, Principal of Fowler’s Group and Director of FYG Planners. …
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AI for Advice Practices #3
In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. …
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#488 Paul Katranis
Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares …
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Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
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Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
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Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
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Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …
-
#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …
-
#486 Nick Donnelly and MaryAnn de Mestre
In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, …
-
AI for Advice Practices #1
In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG …
-
AI for Advice Practices #2
In this episode, Sacha is joined by Jason Fowler, Principal of Fowler’s Group and Director of FYG Planners. …
-
AI for Advice Practices #3
In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. …
-
#488 Paul Katranis
Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares …
-
Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
-
Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
-
Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
-
Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …
-
Engine Room Podcast #64 – Jay Burke and Aimee Lucas
In this week’s episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They …
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AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
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#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …
-
Engine Room Podcast #63 – Karthik Ganapathy
In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. …
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AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
-
#488 Paul Katranis
Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares …
-
Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
-
Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
-
Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
-
Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …
-
Engine Room Podcast #64 – Jay Burke and Aimee Lucas
In this week’s episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They …
-
AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
-
#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …
-
Engine Room Podcast #63 – Karthik Ganapathy
In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. …
-
AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
-
#488 Paul Katranis
Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares …
-
Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
-
Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
-
Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
-
Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …