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Tech Trends Series
In this series we explore the ever-changing world of technology, and how advisers are keeping up with technology trends.
Host: Fraser Jack
Featuring: Patrick Flynn, Hayley Pearse, James Sutherland, Cara Graham and Matt Heine.
Tech Trends Series #1
In this episode we talk about Tech Stacks – the before, during and after of the client experience, …
Tech Trends Series #2
In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, …
Tech Trends Series #3
In this installment we focus in on content marketing, and how it’s become a huge part of the …
Tech Trends Series #4
In this episode we’re talking about how advisers are using innovation and technology as a part of their …
Tech Trends Series #5
In this final installment we talk about the evolution of technology and what the future may hold.
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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, …
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AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …