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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1

In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss …

The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2

In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the …

Engine Room Podcast #51 – Angus Cooper

Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting …

AdviceTech Podcast #103 – Advant Group

This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing …

#464 Paul Brown

Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …

Engine Room Podcast #50 – Brenton Miegel

In this episode, Andrew is joined by Brenton Miegel, Director and Financial Planner at Goldsborough Financial Services. They …

Investment Podcast #17 – Alternatives (Private Markets)

Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new …

AdviceTech Podcast #102 – 3Lines 2.0

In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features …

#463 Daniel Wilson

Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …

Ensombl on Tour: Growth Series #4

Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral …