Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their “aha moments” from the event, and their take on innovative retirement planning strategies, evolving client needs, and practical approaches to engaging different generations.
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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
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Investment Feed Insights #5
In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their …
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#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
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Pursuing a Better Investment Experience #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #2
In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional …
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Pursuing a Better Investment Experience #3
In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at …
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#517 Joel Kerin
Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for …
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Investment Feed Insights #4
In this episode, Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia. They explore …
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#516 Alex McKenzie
Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, …
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Licensee Podcast Series #4 – WT Financial Group
This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his …
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AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
-
Investment Feed Insights #5
In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their …
-
AdviceTech Podcast #155 – AI-Powered Client Acquisition
This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven …
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#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
-
Pursuing a Better Investment Experience #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
-
Pursuing a Better Investment Experience #2
In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional …
-
Pursuing a Better Investment Experience #3
In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at …
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Engine Room Podcast #80 – Prashant Nagarajan
In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss …
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AdviceTech Podcast #154 – Client First Tech Stacks
In this week’s episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. …