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Investment Podcast #12 – Longevity Risk
In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, …
AdviceTech Podcast #85 – Redefining the Delivery of Financial Planning Services Using Research
In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben’s research into how …
AdviceTech Podcast #85 – Redefining the Delivery of Financial Planning Services Using Research – Time-codes
In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben’s research into how …
#447 Jordan Vaka
Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a …
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, …