Leading ideas and
research from the
``industry’s best.
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. …
Engine Room Podcast #62 – Leigh Fernando and Daniel Zaffino
This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has …
AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
#485 Paul Conte
Paul is Senior Financial Planner at Heath & Finance Integrated. Paul’s practice specialises in providing complex financial advice …
Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …