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Investment Podcast #18 – Investing in Times of Volatility
The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural …
AdviceTech Podcast #104 – Wealth Maximiser
In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a …
#465 Shannon Freney
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss …
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the …
Engine Room Podcast #51 – Angus Cooper
Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting …
AdviceTech Podcast #103 – Advant Group
This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing …
#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …