Leading ideas and
research from the
``industry’s best.
#428 John Manserra
John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started …
Investment Podcast #6 – Bonds
Host James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor …
AdviceTech Podcast #65 – AdviceGPT
This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of …
AdviceTech Podcast #65 – AdviceGPT – Time-codes
This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of …
#427 David Orford
David is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime …
AdviceTech Podcast #64 – Personr
In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how …
AdviceTech Podcast #64 – Personr – Time-codes
In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how …
#426 Aaron Kane
Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK …