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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 …

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 …

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 …

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. …

#517 Joel Kerin

Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for …

Engine Room Podcast #79 – Natallia Smith

This week, Rocksy is joined by Natallia Smith, Founder and Principal Financial Adviser at TruWealth Advice. They discuss …

Investment Feed Insights #4

In this episode, Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia. They explore …

AdviceTech Podcast #153 – Vibe Coding and the Future of AI in Advice

This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how …

#516 Alex McKenzie

Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, …