Proudly sponsored by Fidelity International
Great Wealth Transfer
In this podcast series, host Jamie McIntyre and a number of industry professionals explore the concept of the Great Wealth Transfer. Join the discussion as they dive into client mindsets towards wealth transfer, the growing phenomenon of living legacies, estate planning without lawyers, and how to engage families as a unit to deliver better wealth transfer outcomes.
Host: Jamie McIntyre
Great Wealth Transfer #1
In this episode, Jamie is joined by Simon Glazier, Head of Wholesale Sales at Fidelity International, and Harry …
Great Wealth Transfer #2
Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner …
Great Wealth Transfer #3
In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, …
Great Wealth Transfer #4
In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam …
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AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
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#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …