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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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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The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI. Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what’s working and what’s not working for FinServ leaders. Visit our advertising page to learn more about reaching our executive audience of AI adopters in the worl ...
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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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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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Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industry's great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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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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Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges
Melanie Aimer, Adam Grainger, Hamish Taylor
Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organizatio ...
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Thought-provoking podcasts with KPMG and industry leaders offering insights and analysis on the global topics and trends shaping financial services today.
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Finance and Investments by our Podcaster
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Accenture's Technology Advisory Practice Lead, Tim Broome talks to an array of experts on the latest technology evolutions and trends. Tune in to hear fresh insights and challenges to traditional thinking in the Financial Services sector.
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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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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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Welcome to the Coffee and Accounting podcast, where we discuss Accounting, Taxes, Business, the Cloud, and technology for both employees and entrepreneurs. #coffeeandaccounting
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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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Welcome to Fuller Wallets were amazing things happen. We strive to give or audience informationon how to obtain financial freedom💞 Cover art photo provided by Artem Bali on Unsplash: https://unsplash.com/@belart84
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Join the conversation and discover how to unlock growth for your bank, neobank or fintech. Each week will talk candidly with leading entrepreneurs, executives and engineers that are building the future of banking.
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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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DiverCity Podcast: Talking Diversity and Inclusion in the Financial Services Industry
Julia Streets Productions
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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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 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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From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.
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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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In our Spotlight on Financial Services Tax series, Tax Partner - Peter Maybrey and Middle East Information Reporting Leader - Bilal Abba, look at the key issues Middle East based businesses need to be aware of and how they apply to the financial services sector.
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Algorithm Integrity Matters: for Financial Services leaders, to enhance fairness and accuracy in data processing
Risk Insights: Yusuf Moolla
Insights for financial services leaders who want to enhance fairness and accuracy in their use of data, algorithms, and AI. Each episode explores 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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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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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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Relative Return Insider: Political shifts and what’s next for financial services
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34:14In this week’s episode of Relative Return Insider, Financial Services Council CEO Blake Briggs joins the show to break down what the federal election and new-look Treasury portfolio mean for the financial services industry. Briggs explains that Dr Daniel Mulino enters the financial services minister role with a suite of policies announced under his…
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Flex and The City with Florent Albert - Episode 75
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25:04In this week’s episode of Flex and the City, I’m joined by Florent Albert, CEO of Utmost, for an insightful conversation on the art of leading through change. Florent’s journey spans the globe—Provence, New Caledonia, Paris, Leeds, the US—and each chapter has shaped his unique approach to leadership. From navigating mergers and acquisitions to unde…
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Investment Idea: Redefine - 13 May 2025
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3:49Our 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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Ep. 5 - Incentives Inadvertently Deprioritise Client Experience
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24:58Discover how typical incentive schemes in financial services can unintentionally sideline client experience, and learn actionable CX strategies to foster a genuinely client-centric culture that improves client engagement and loyalty. In this episode Melanie Aimer, Hamish Taylor and Adam Grainger unpack the hidden ways internal incentives—ranging fr…
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How Google reviews generate leads
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17:45Prof. Robert Cialdini author of "Influence" says: " People follow the lead of many others."Richard Shotton who references Cialdini's work in his book "The Choice Factory" says: "People are deeply influenced by others."Social proof is a highly effective strategy for businesses. It can even help convince people to do something that they probably don'…
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Will PayPal’s cash flow tools make capital access easier for SMBs? ft. Michelle Gill
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24:46As General Manager of PayPal’s Small Business and Financial Services Group, Michelle Gill is responsible for bringing together the products and services that help small business owners run and grow their business. She is my guest for this episode of the Tearsheet Podcast.Michelle brings deep financial expertise and experience building platforms and…
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Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad
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26:44Jim Palmer, Chief AI Officer at Dialpad, returns to the ‘AI in Financial Services’ podcast to discuss the next evolution in enterprise AI: agentic systems. These autonomous tools promise dramatic changes to how work is done, but only if grounded in real-world applications and use cases. Throughout the episode, Jim outlines how domain-specific data,…
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
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1:03:06If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…
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Welche Änderungen bringt T+1 für das Wertpapiergeschäft? #48
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26:02Es klingt wieZukunftsmusik – und doch ist das Thema jetzt schon hochaktuell: Vom 11. Oktober2027 an sollen Wertpapierunternehmen dafür sorgen, dass die Wertfeststellungschon nach einem Tag erfolgt ist. Aktuell sind es noch zwei Tage. Vor allemAsset Manager sind nun gefordert, ihre Prozesse entlang der gesamtenWertschöpfungskette zu durchleuchten un…
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Relative Return: What to consider when choosing a private debt fund
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34:31In this episode of Relative Return, host Laura Dew chats with Andrew Lockhart, managing partner at Metrics Credit Partners, about the case for private debt, a fast-growing asset class gaining attention from advisers. Listen as they discuss: The role private debt can play in a diversified portfolio. ASIC’s recent private markets report and potential…
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SMSF: The Div 296 battle continues
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37:31With Labor winning the election with a clear majority, the SMSF sector is now once again poised for battle over the controversial Division 296 tax. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn sit down with SMSF Association CEO Peter Burgess to talk about the implications of the election results, what it may mean goi…
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Relative Return Insider: Could the election landslide prompt more ambitious reforms?
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1:00:38In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack the political and economic implications of the Labor’s sweeping election victory and how much the Liberal Party’s economic strategy played a role in the wipeout. Oliver suggests the result reflects a rejection of extremism and a renewed appe…
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IFA: Election aftermath: What a landslide Labor victory means for advice
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46:55In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the implications of Labor’s sweeping electoral victory for the financial advice sector. Marshan explains what the heavy majority means for financial legislation, including what the potential ministerial candidates could bring to the …
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How Citizens Bank is building GenAI with a five-year vision, not just quick fixes
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39:44Investment in data is the hallmark of successful Gen AI implementations, according to Citizens’ Chief Data and Analytics Officer, Krish Swamy. Giving us a system wide view of how Citizens is leveraging Gen AI, Swamy joins the podcast to talk about harnessing the power of data to drive decision-making, enhance customer experiences, and navigate the …
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Ep. 2 - What Is CX and Who Should Own It?
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30:30Supercharge your financial services strategy by discovering what client experience (CX) really means—and why having the right CX ownership is the key to sustained competitive advantage. In this episode of Competitive CX, host Melanie Amor is joined by industry leaders Hamish Taylor (award-winning former CEO and master of customer-led transformation…
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Ep. 1 - Why Care About CX (Client Experience)?
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24:43Unlock the secrets to outperforming your competition in financial services by prioritizing client experience (CX)—a strategy that’s proven to drive real results and customer loyalty. In this inaugural episode of Competitive CX, host Melanie Amor is joined by Hamish Taylor—an award-winning former CEO renowned for championing customer-focused change—…
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Ep. 3 - Cultures That Kick CX Down the Road
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26:26Struggling to drive client satisfaction in financial services? Discover why organizational culture can make or break your customer experience strategy—and learn actionable ways to get your team truly invested in CX. In this episode of Competitive CX, host Melanie Amor welcomes customer experience innovator Hamish Taylor and CX measurement expert Ad…
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Ep. 4 - Organisational Structure Gets in the Way of CX
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23:42Unlock powerful CX strategies to revolutionize client experience in finance as we dive into the real obstacles that financial organizations face in building a truly client-centric culture and improving client engagement. In this episode of Competitive CX, hosts Melanie Aimer, Adam Grainger and Hamish Taylor dissect how traditional organizational st…
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Investment Idea: Nedbank - 5 May 2025
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2:28Our team of skilled analysts recently reviewed their Nedbank 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 informat…
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Relative Return Insider: Crossing the federal election finish line
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38:49In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a final look at the lay of the land ahead of the federal election as the latest polls predict a Labor victory, and what that could mean for Australians going forward. YouGov has projected Labor as securing an outright majority when the polls close on…
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Trump, Tariffs & Trade: The real economic consequences for growth, trade, and industry in South Africa: PSG Think Big Series
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33:18Matthew Stern: Director of DNA Economics Facilitated by Alishia Seckam: Broadcast and financial journalist. Matthew Stern is the founder of DNA Economics and is currently the head of the company’s Trade and Investment Practice. He has previously worked for First National Bank, the South African Department of Trade and Industry, the National Treasur…
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IFA: Navigating market volatility: How to contextualise the swings for clients
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33:27In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting. As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. Acco…
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Venture Capital’s shift from consumer fintech to infrastructure ft. Ryan Falvey
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27:11In today’s financial landscape, innovation is more than just a buzzword—it’s a driving force separating industry leaders from those left behind. Finding, nurturing, and scaling the right technologies has become a specialized skill set all its own.Joining us today is Ryan Falvey, Co-Founder and Managing Partner of Restive. Ryan has spent the last 15…
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Investment Idea: PPC - 29 April 2025
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1:50For our latest Event Impact Assessment, our team of skilled analysts reviewed PPC. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. 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 gen…
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Investment Idea: Standard Bank - 17 April 2025
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3:23Our team of skilled analysts recently reviewed their Standard Bank 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 in…
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In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the issues that may affect super and the policy positions of the two major parties. Tax reform has been the elephant in the room during the federal election campaign, but there has been some mention of the Division 296 tax by the opposition, which has also made com…
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Relative Return Insider: One last word – Jones on advice, reform and what comes next
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40:28In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote address from Momentum Media’s Election 2025 event, followed by a Q&A focused on the Delivering Better Financial Outcomes reforms. In what may be his final appearance before an advice audience, Jones reflects on his thr…
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IFA: Did Jones fix the ‘hot mess’?
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40:53In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Delivering Better Financial Outcomes reforms. In what was possibly his last address in front of an advice audience ahead of his retirement from politics, Jones…
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Serving the global majority: How Tala is reshaping financial inclusion in Latin America and beyond
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28:18In a world where financial inclusion remains one of our generation's greatest challenges, emerging markets are becoming the true laboratories of fintech innovation. While developed economies iterate on convenience, companies operating in regions with limited banking infrastructure are fundamentally reimagining what financial services can look like …
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Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad
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25:44Today’s guest is Jim Palmer, Chief AI Officer at Dialpad. Dialpad is an AI-powered communication platform offering unified calling, messaging, video conferencing, and customer support. It helps businesses improve team collaboration and productivity through scalable, efficient communication solutions. In this episode, Jim Palmer joins Emerj Managing…
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Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer…
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Relative Return Unplugged: ‘The largest trade war in modern history’
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42:04In this week’s episode of Relative Return Unplugged, Dr Vladimir Tyazhelnikov from the University of Sydney’s School of Economics joins the show to break down the shifting sands of global trade dynamics and attempt to understand the way US President Donald Trump is employing tariffs. An expert on international trade and global value chains, Tyazhel…
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Investment Idea: Old Mutual - 15 April 2025
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2:47Our team of skilled analysts recently reviewed their Old Mutual 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 infor…
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IFA: Problems and promises – the profession’s expectations for the next government
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51:26In this episode of The ifa Show, host Keith Ford is joined by Sarah Abood, chief executive of Financial Advice Association Australia (FAAA), to break down the Coalition's promises to the advice profession if they come into power and the merits of the latest draft legislation of Labor's advice reforms. Ahead of the federal election, Abood explored s…
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"Taking the hardest path in payments": How Adyen's AI platform boosts conversion and reduces fraud
25:34
25:34
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25:34Artificial intelligence is rapidly transforming the financial landscape, creating new opportunities for innovation while reshaping consumer expectations around speed, personalization, and security. As financial institutions and businesses race to integrate AI capabilities, we're witnessing a fundamental shift in how payments are processed, how frau…
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Zip CEO Joe Heck: Expanding financial inclusion through Buy Now, Pay Later innovation
25:34
25:34
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25:34Joe Heck, CEO of Zip, joins me on the Tearsheet Podcast to discuss the evolution of alternative payment solutions in the US. Zip is a leading Buy Now, Pay Later (BNPL) company. Joe shares lessons from his 20 years of experience in consumer lending and fintech payment solutions. Heck brings insights from his previous leadership roles at Happy Money …
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SMSF: Unpacking the Bendel decision
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49:13
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49:13In this edition of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by legal specialist Phil Broderick, principal at Sladen Legal, to discuss the implications of the Bendel court decision - a landmark ruling with potentially far-reaching consequences for SMSFs and private trusts. This ruling has profound implications for the use…
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IFA: Angus Taylor on economic management and the path to 30,000 advisers
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49:16
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49:16In this week’s special episode of The ifa Show, we present shadow treasurer Angus Taylor’s address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Coalition’s plans for the financial services sector. Taylor outlined what a Peter Dutton-led government would deliver for the Australian economy, why the role of financial adviser…
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Relative Return Unplugged: Taylor outlines bold vision for financial services industry
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50:29
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50:29In this week’s special episode of Relative Return Unplugged, we present shadow treasurer Angus Taylor’s address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Coalition’s plans for the financial services sector. Taylor outlined what a Peter Dutton-led government would deliver for the Australian economy, why the role of fina…
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Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual
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19:31
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19:31Today’s guest is Jessica Saperstein, Former CXO and CMO, Strategic Advisor, and Corporate Board Member at Church Mutual. Church Mutual is a leading provider of specialized insurance solutions for religious organizations, educational institutions, senior living communities, and nonprofit organizations. Jessica joins us on today’s program to explore …
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How Citi is enabling banks to drive growth and remain competitive in a 24/7 world
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35:14
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35:14Fintechs have pushed the industry to focus on client experiences, and our show today digs into how traditional banks can collaborate with global banks like Citi to improve experiences like cross border payments for their clients.In our conversation today, Aashish Mishra, Citi’s Global Head for Banks sales and North Asia head for Financial Instituti…
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W plastikowej pułapce: Jak branża walczy o oddech między regulacjami a rentownością
24:07
24:07
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24:07Czy polska branża opakowań sztucznych ma szansę na rozwój w dobie rosnących regulacji? W najnowszym odcinku podcastu „Biznes Jutra” przyglądamy się wyzwaniom, z jakimi mierzy się sektor opakowań w Polsce. Zielony Ład, dyrektywa plastikowa i opóźnienia w implementacji przepisów – to tylko część problemów, które wpływają na konkurencyjność firm na eu…
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Relative Return Unplugged: Liberation Day hits and markets react
34:53
34:53
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34:53In this week’s episode of Relative Return Unplugged, AMP chief economist Shane Oliver joins the show to unravel the web of tariffs that US President Donald Trump launched on trading partners and take a look at the way global economies are likely to be impacted. The so-called Liberation Day has shaken up the conventions of international trade, and h…
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IFA: How to prepare for the aged care reforms
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38:27
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38:27In this episode of The ifa Show, host Keith Ford is joined by independent financial adviser Nathan Fradley to discuss the Aged Care Act reforms set to come into effect on 1 July and how advisers can prepare their clients. With the funding of aged care also heading for change, Fradley breaks down what advisers who don’t specialise in the space need …
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From startup to acquisition: Zuben Mathews on Brigit's social impact journey
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24:29
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24:29In late January, Upbound Group completed its acquisition of Brigit, a leading financial health technology company. This deal brings together Upbound’s established brands like Rent-A-Center and Acima with Brigit’s digital platform that offers earned wage access, credit building products, and financial wellness tools. The combined company now serves …
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Wie weit sind Banken und Versicherungen bei der digitalen Barrierefreiheit? #47
27:17
27:17
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27:17Digitale Teilhabe erreichen und das BFSG erfüllen: Benita Richter (KPMG) im Gespräch mit Prof. Gottfried Zimmermann (Hochschule der Medien, Stuttgart) Schon als Jugendlicher hat er Bibeln für Blinde gedruckt und kam so früh in Berührung mit der Braille-Schritt – und mit dem Thema Barrierefreiheit: Prof. Gottfried Zimmermann ist in Folge #47 zu Gast…
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Relative Return: Exploring the growing appeal of real estate debt
19:42
19:42
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19:42In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate debt and why it can be a compelling option for portfolio diversification. Listen as they discuss: How it compares to traditional equities and fixed income. Metrics’ due diligence proc…
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The story of Erica, Bank of America’s homegrown digital assistant
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37:30
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37:30Banking digital assistants may be common now, but in 2017, Bank of America was one of the first to be thinking about how they make the firm’s customer experience more powerful. The answer was an in-house build of a digital assistant that required the firm to hire PhDs in linguistics and build a collaboration structure that could facilitate teams fr…
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SMSF: Budget 2025: The implications for the SMSF sector
37:29
37:29
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37:29In this special post-budget episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn navigate a complex web of budgetary and political issues. Although it was a budget with nothing much in it for the SMSF sector, it was what wasn’t included that may have dramatic implications for the sector moving forward. With the departure of Financia…
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IFA: Taking a deep dive into DBFO 1.5 with Phil Anderson
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48:43
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48:43In this episode of The ifa Show, hosts Keith Ford and Maja Garaca Djurdjevic are joined by Phil Anderson, general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), to break down the latest tranche of financial advice reforms. With an election on the horizon, there won’t be any meaningful movement on the…
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