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AdviceTech Podcast #84 – FinTalkr
In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he …
AdviceTech Podcast #84 – FinTalkr – Time-codes
In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he …
#446 Stephen Price
Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss …
Investment Podcast #11 – Active ETFs
This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, …
AdviceTech Podcast #83 – Kiandra
This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses …
AdviceTech Podcast #83 – Kiandra – Time-codes
This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses …
#445 Anthony McInnes
Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into …
The Growth Formula #1
In this installment, Chris talks with Elizabeth Koehler, Managing Director at BlackRock, Head of Advisor Engagement. They talk …