Leading ideas and
research from the
``industry’s best.
#443 Abigail Gatling
Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such …
Impact Investing #1
In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & …
Impact Investing #2
Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment …
Impact Investing #3
In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They …
Impact Investing #4
In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris …
AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
AdviceTech Podcast #80 – Employment Hero – Time-codes
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …