Leading ideas and
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Engine Room Podcast #18 – Gil Gordon
Gil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and …
14 AUG 2023 – Monday Market Highlights
This week we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG …
AdviceTech Podcast #47 – Look Back
In this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech …
AdviceTech Podcast #47 – Look Back – Time-codes
In this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech …
#409 Jonathan Mannion
In this episode James chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss …
7 AUG 2023 – Monday Market Highlights
This week we cover China dropping the Barley tariffs, the US Core PCE Index, the Michigan Consumer Sentiment …
AdviceTech Podcast #46 – Lumiant
In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive …
AdviceTech Podcast #46 – Lumiant – Time-codes
In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive …
#408 Daniel Nel
Daniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when …
Engine Room Podcast #17 – Belinda Marley-Wallace
Belinda is the Head of Operations and Compliance at Evalesco Financial Services. She and Andrew look under the …