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Chcesz nauczyć się jak rozwijać firmę i przygotować ją na wyzwania przyszłości? Z okazji naszego 20-lecia przygotowaliśmy Podcast Biznes Jutra, który w 20 minutowych odcinkach omawia tematy, o których powinien wiedzieć każdy przedsiębiorca – nowe technologie, zarządzanie ludźmi i prowadzenie firmy rodzinnej. Zapraszamy do słuchania.
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Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
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PSG Financial Services

PSG Financial Services

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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Καλωσορίσατε στο AFS - Athens Financial Services Podcast, το podcast για επαγγελματίες και επιχειρηματίες που αναζητούν αξιόπιστες πληροφορίες και συμβουλές στους τομείς της λογιστικής, των φοροτεχνικών, των εργασιακών θεμάτων, των μισθολογικών ζητημάτων, της ανάπτυξης επιχειρήσεων και των συμβουλευτικών υπηρεσιών. Αναλύουμε με λεπτομέρεια ζητήματα που αφορούν τις τελευταίες νομοθετικές αλλαγές και τις επιπτώσεις τους στον επιχειρηματικό κόσμο, παρέχοντας εξειδικευμένη καθοδήγηση για την απο ...
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The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers ...
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Insights for financial services leaders who want to enhance fairness and accuracy in their use of data, algorithms, and AI. Each episode explores existing and emerging challenges and solutions related to algorithmic integrity, including discussions on navigating independent audits. The goal of this podcast is to give leaders the knowledge they need to ensure their data practices benefit customers and other stakeholders, reducing the potential for harm and upholding industry standards.
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Was Entscheider:innen in Banken und Versicherungen bewegt: Im Podcast “KPMG on air Financial Services - Insights für die Finanzbranche” kommen Vordenker:innen und Expert:innen aus der Finanzindustrie zu Wort. Sie sprechen über ihre ganz persönliche Sicht auf die aktuellen Entwicklungen, Chancen und Herausforderungen und diskutieren Wege, die aktuelle Transformation erfolgreich zu gestalten. Ob Technologie, Nachhaltigkeit, Daten oder digitales Geld – ob Steuern, Wirtschaftsprüfung oder Regula ...
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We are here to educate on Personal and Business Credit, Financial Literacy, Debt Settlement and how it can work in your favor and Health and Life Insurance. Support this podcast: https://podcasters.spotify.com/pod/show/q3changinglives/support
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This podcast series brings to life articles on M&A topics in the financial services industry (FSI). It addresses how operating environments for insurers, banks, and other financial services firms are undergoing dramatic change—from shifting regulations to new entrants that disrupt traditional service models and everything in between. Each episode focuses on changes in the industry and what your company should do in response.
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Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
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If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
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David Bezar, Bret Elam & Karen Bezar have been on the air for 5 years as your source for all things retirement. They cover everything from how current events could affect your savings, to strategies to maximize your retirement income and everything in between on Live with Thrive. Hear them on: #FinancialPlanning #FinancialPodcasts #ThriveFinancialServices
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DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
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West Coast Financial Services

West Coast Financial Services

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Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly. As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you. Ultimately, your f ...
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The financial services industry continues to face uncertainty with the continuous emergence of disruptive technologies that are changing the face of financial services in the region. Identifying what the future holds and what shift in strategic mindset and execution will be needed has proved to be challenging. How will banking evolve and how will traditional banks rise to the challenge? What is the future of digital only banks in the region? How will Fintechs and emerging technologies redefi ...
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Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people. Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including: Getting into Financial Services; where to start? Changing careers and transferrable skills. Routes to Level 4 Qualifi ...
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Our team of skilled analysts recently reviewed their MTN recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information.…
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Στο 27ο επεισόδιο του podcast μας, "Πόσο έχουν αλλάξει οι εργασιακές συνθήκες; Τι αλλαγές φέρνει η Gen-Z στην εργασία;", o οικονομικός σύμβουλος και συνιδρυτής της AFS, Νίκος Καραμάνος, εξετάζει τις αλλαγές που έχουν γίνει τα τελευταία χρόνια στην εργασιακή κουλτούρα των επιχειρήσεων, τόσο από άποψη νέας γενιάς εργαζομένων όσο και από την οπτική τη…
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Following a whirlwind of legislative activity in the last few days of the parliamentary sitting calendar for the year, the Senate passed a number of bills via a guillotine motion. Although the controversial Division 296 tax was not among them after a last-minute reprieve, several other bills were passed that will ultimately affect the SMSF sector. …
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Spoken by a human version of this article. The terminology – “audit” vs “review” - is important, but clarity about deliverables is more important when commissioning algorithm integrity assessments. Audits are formal, with an opinion or conclusion that can often be shared externally. Reviews come in various forms and typically produce recommendation…
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Today’s guest is Enate Founder and CTO, Kit Cox. Enate makes a comprehensive AI-enhanced business orchestration platform to empower organizations to deliver exceptional services with precision and efficiency. Kit returns to the program to discuss specific use cases that showcase the potential of AI in enhancing customer interactions at critical poi…
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In this week’s podcast, Alex chats with mortgage broker Jamie Thompson about his triumphant journey as a first-time buyer specialist, highlighting how he effectively utilises search engine optimisation (SEO) to attract leads and enhance his business. Jamie shares practical tips and strategies for other brokers aiming to create impactful content tha…
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Coast stands out in fintech with its interactive API demos.Kara Parkey, head of strategic accounts at Coast, shares insights on the Tearsheet podcast as to why her firm is working with many of the best fintech brands. It’s that Coast visually simplifies the complexity of API products, making their service essential in today’s fast-changing financia…
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The Government has BIG PLANS for pensions, after the Chancellor's Mansion House speech we got to see a clearer picture of where they want to take us. Redington's brilliant Russell Wright joins me to reflect on the Value for Money framework and how it intersects with this next round of consultations...…
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Umiejętne zarządzanie konfliktem to dziś jedna z najbardziej cenionych i niezbędnych kompetencji w biznesie. Konflikty pojawiają się w firmach niezależnie od ich struktury i mogą występować zarówno w relacjach pionowych, jak i poziomych. To naturalna konsekwencja dynamicznej współpracy – ludzie mają różne perspektywy, potrzeby oraz style komunikacj…
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𝗨𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝘄𝗶𝘁𝗵 𝗣𝗵𝗶𝗹𝗶𝗽𝗽𝗲 𝗥𝗲𝗻𝗮𝗿𝗱: 𝗕𝗿𝗶𝗱𝗴𝗶𝗻𝗴 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 🚀 In my latest episode of Flex and the City, I engaged in an enlightening conversation with Philippe Renard, Deputy CEO of Caecis and former CEO of RBC in Luxembourg. Philippe shares his remarkable journey from engineering to finance, offering valuable insights that resonate …
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In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of the legislation that passed during the government’s last-minute guillotine motion, including the measures to restructure the Reserve Bank into a two-board system. As the parliamentary year came to a close last week, the government rushed …
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गोल-आधारित निवेश योजना क्या है? यह आपके वित्तीय भविष्य का रोडमैप है, जो आपको अपने लक्ष्यों तक पहुंचने में मदद करता है। कैसे शुरू करें? 1. अपने लक्ष्यों को पहचानें (जैसे अंतरराष्ट्रीय यात्रा, आपातकालीन निधि बनाना, घर खरीदना, बच्चों की शिक्षा के लिए बचत करना) 2. अपने लक्ष्यों को शॉर्ट-टर्म और लॉन्ग-टर्म में वर्गीकृत करें 3. निवेश रणनीति चुनें (जैसे स…
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In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic are joined by Money Management editor Laura Dew to dissect some of the submissions that industry stakeholders have made to the Senate’s Dixon Advisory inquiry. Submissions for the Senate inquiry into failure of wealth management companies and the impact on the Compensat…
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Στο 26ο επεισόδιο του podcast μας, "Οδηγός για το Scale-Up: Σημάδια Ετοιμότητας και Παγίδες στα Συστήματα Franchise", ο οικονομικός σύμβουλος και συνιδρυτής της AFS, Νίκος Καραμάνος, αναλύει γιατί το franchising δεν είναι πάντα η ιδανική λύση για κάθε επιχείρηση. Παρουσιάζει τις συνηθέστερες παγίδες που ενέχει αυτή η μορφή επέκτασης και πώς μπορούν…
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In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to dissect some of the submissions that industry stakeholders have made to the Senate’s Dixon Advisory inquiry. The Compensation Scheme of Last Resort (CSLR) has become a hot-button topic among financial advis…
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Spoken (by a human) version of this article. Outcome-focused accuracy reviews directly verify results, offering more robust assurance than process-focused methods. This approach can catch translation errors, unintended consequences, and edge cases that process reviews might miss. While more time-consuming and complex, outcome-focused reviews provid…
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Teboho Nthoana: 2024 PSG Think Big SA competition winner Facilitated by Alishia Seckam: Broadcast and financial journalist. As a township entrepreneur, Teboho, who holds a Master's degree and currently pursuing his PhD, has experienced firsthand the challenges of township small businesses and is determined to use his journey to inspire others and p…
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In this month's edition, Alex, Hannah, Stephanie and Tessa from the Talking Ads team delve into the intriguing world of marketing, showcasing standout advertisements that pique their interest. They explore a diverse range of products, from cozy electric blankets and effective deodorants to cutting-edge technology and strategies for boosting YouTube…
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In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution at CFS, and Recep Peker, Managing Director of Empower Business Advisory, to explore the findings of the firms’ recent Advice Practice Profitability Report. Quirk and Peker break down the report’s most important insights for adviser…
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Στο 25ο επεισόδιο του podcast μας, "Αλλαγές στην Εργασιακή Κουλτούρα: Ο Ρόλος της Κάρτας Εργασίας στην Εστίαση", ο Νίκος Καραμάνος, εξετάζει τις πρόσφατες εξελίξεις στον τομέα της εστίασης και τον αντίκτυπο της υιοθέτησης της κάρτας εργασίας. Αναλύει πώς αυτή η καινοτομία επηρεάζει τις εργασιακές συνθήκες, την παραγωγικότητα και τη συνολική κουλτού…
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In a rapidly evolving financial landscape, cryptocurrency continues to carve out its niche, particularly within the realm of SMSFs. In this SMSF Adviser podcast, host Keith Ford speaks with Simon Ho, the COO and head of SMSF at CoinStash, about how SMSFs can safely utilise cryptocurrencies as part of their investment portfolio. In this episode, the…
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In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Shane Oliver, chief economist at AMP, to break down what’s happening with the Trump trade and the broader global economy, and what it means for Australia. Markets reacted quickly when it became clear that Donald Trump was set to win…
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In the ever-evolving world of fintech and open banking, staying ahead of the curve is crucial. Few understand this better than Peter Renton. He is the CEO and founder of Renton Co., a fintech consulting firm specializing in media, thought leadership, and event support. Renton is the former chairman and co-founder of Fintech Nexus (formerly LendIt F…
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Spoken (by a human) version of this article. Documentation makes it easier to consistently maintain algorithm integrity. This is well known. But there are lots of types of documents to prepare, and often the first hurdle is just thinking about where to start. So this simple guide is meant to help do exactly that – get going. About this podcast A po…
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Our team of skilled analysts recently reviewed their Redefine recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informa…
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Our team of skilled analysts recently reviewed their Sasol recommendation. Listen to this recording to find out which factors they considered to reach their buy recommendation. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general informatio…
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Today’s guest is Enate Founder and CTO Kit Cox. Enate makes a comprehensive AI-enhanced business orchestration platform to empower organizations to deliver exceptional services with precision and efficiency. Kit joins us on the program today to unpack the biggest challenges and opportunities in customer relationship management for financial service…
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Alex and Ross reunite to discuss the significant strides made by Blue Fish Mortgage Solutions, particularly in content creation through SEO, which has led to an increase in leads by targeting niche markets. They emphasise how this strategy has not only enhanced visibility but also positioned the company as a thought leader in the mortgage industry.…
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In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the Delivering Better Financial Outcomes legislation and Liberal senator Andrew Bragg’s admonishment of the government for the ever-extending timeline to deliver a draft of the legislation. Together, the pair delve into the potential i…
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Στο 24ο επεισόδιο του podcast μας, "Αποφύγετε τις Παγίδες: Ενισχύστε την Κερδοφορία της Μικρής Επιχείρησης", ο συνιδρυτής της AFS, Νίκος Καραμάνος, διερευνά τις συνηθέστερες παγίδες που μπορεί να αντιμετωπίσουν οι μικρομεσαίες επιχειρήσεις και πώς μπορούν να τις αποφύγουν. Συζητάει επίσης πρακτικές στρατηγικές για την ενίσχυση της κερδοφορίας χωρίς…
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Is the promise of Web3 in finance finally coming to fruition, or are we still in the early stages of a long journey from Bitcoin to tokenized assets? As the cryptocurrency and Bitcoin market evolves, Bitcoin's price swings draw attention. Traditional banks explore blockchain cautiously. People are curious about the current stage of Web3 development…
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In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment world, from President-elect Donald Trump’s cabinet nominations to Cbus fronting up to a Senate inquiry. Trump has remained in the news in the week since he cruised to victory in the US presidential election as more major figures in the w…
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Spoken (by a human) version of this article. Banks and insurers are increasingly using external data; using them beyond their intended purpose can be risky (e.g. discriminatory). Emerging regulations and regulatory guidance emphasise the need for active oversight by boards, senior management to ensure responsible use of external data. Keeping the c…
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In this engaging conversation, Alex talks with award-winning business owner and mentor Paul Flavin, who shares insights from his journey transitioning from running multiple mortgage businesses to becoming a business coach. They discuss how Grow Partnership offers valuable strategic guidance and support tailored for small mortgage businesses, includ…
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In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at Tangelo Advice Consulting, to discuss the ATO’s final determination on tax deductibility of advice fees and how advice firms can put the changes into practice to benefit their clients. Travers explains how the new guidance works, what …
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In this episode of Relative Return, host Laura Dew speaks with Eric Braz, MFS portfolio manager on the global small and mid-cap fund, the MFS Global New Discovery Strategy, to discuss the power of small and mid-cap investing in today’s global markets. Listen as they discuss: The importance of a broad, diversified portfolio. MFS’ key sources of inve…
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Στο 23ο επεισόδιο του podcast μας, "Συγκροτώντας την Ομάδα για Scale-Up: Η Σημασία της Αξιολόγησης του Προσωπικού", ο οικονομικός σύμβουλος και συνιδρυτής της AFS, Νίκος Καραμάνος, εστιάζει στην ανάγκη δημιουργίας μιας ικανής ομάδας για την υποστήριξη της επιχειρηματικής ανάπτυξης. Εξηγεί πώς η αξιολόγηση του προσωπικού είναι καθοριστική για να εξα…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the changes within investment markets that SMSF professionals and investors should keep an eye on. McVeigh explains that Remara has seen the appetite for credit starting to slow, which he said the RBA would consider as it st…
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In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive deep into the recent US election results and what they mean for the world. With Donald Trump reclaiming the presidency in a sweeping victory, we examine the global implications from both a geopolitical and economic perspective. We’ll discuss…
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Spoken (by a human) version of this article. Banks and insurers sometimes lose sight of their customer-centric purpose when assessing AI/algorithm risks, focusing instead on regular business risks and regulatory concerns. Regulators are noticing this disconnect. This article aims to outline why the disconnect happens and how we can fix it. Report m…
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Is episode mein hum baat kar rahe hain ki kaise aap apne bonus aur salary increment ko smartly spend kar sakte hain. SIP increase karne se lekar emergency fund build karne tak, debt pay-off karne se thoda pamper karne tak – hum aapko denge kuch aise tips jo aapke extra income ko aur bhi productive bana sakte hain. Jain Financial Services ke saath, …
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"Money Mantra" is your go-to podcast for practical financial advice and insights. Join us as Jain Financial Services guides you through smart investments, family protection, and achieving peace of mind with your finances. Take charge of your financial future, one episode at a time!بقلم Podcaster Sunny
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Today’s guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company that develops an app that lets users bridge digital and cash ecosystems seamlessly to manage their finances. Kelly returns to the program to explore how to drive inclusive leadership in fintech. Pulling from examples at Tala, a company that has built a …
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