Financial Services ציבורי
[search 0]
עוד
Download the App!
show episodes
 
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 ...
  continue reading
 
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 ...
  continue reading
 
Artwork

1
PSG Financial Services

PSG Financial Services

Unsubscribe
Unsubscribe
שבועי+
 
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 ...
  continue reading
 
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 ...
  continue reading
 
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
  continue reading
 
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.
  continue reading
 
Artwork

1
West Coast Financial Services

West Coast Financial Services

Unsubscribe
Unsubscribe
חודשי
 
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 ...
  continue reading
 
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.
  continue reading
 
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 ...
  continue reading
 
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.
  continue reading
 
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 ...
  continue reading
 
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
  continue reading
 
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.
  continue reading
 
Artwork
 
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 ...
  continue reading
 
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 ...
  continue reading
 
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
  continue reading
 
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.
  continue reading
 
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.
  continue reading
 
Artwork
 
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 ...
  continue reading
 
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 ...
  continue reading
 
Loading …
show series
 
Today’s guest is Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology. Rackspace, headquartered in San Antonio, Texas, is a global cloud computing company with additional offices across North America, Europe, Asia, and Australia. It operates data centers in key locations including Amsterdam, London, Frankfurt, Hong Kong,…
  continue reading
 
Στο 30ο επεισόδιο του podcast μας, " Scale-Up: Προετοιμάζοντας το προσωπικό για επιχειρηματική επέκταση", ο οικονομικός σύμβουλος και συνιδρυτής της AFS, Νίκος Καραμάνος, διερευνά τις βέλτιστες στρατηγικές για την ενδυνάμωση και εκπαίδευση του προσωπικού ενόψει μιας επιχειρηματικής ανάπτυξης. Συζητάει πώς οι επιχειρήσεις μπορούν να προετοιμάσουν τη…
  continue reading
 
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to break down an early Christmas present for the SMSF sector – the introduction of regulations on legacy retirement product commutations and reserves. Miller explains why there was a need for thes…
  continue reading
 
Eines der drei größten Risiken für dieWeltwirtschaft sei der Verlust der Artenvielfalt, stellt dasWeltwirtschaftsforum fest. Deshalb muss Biodiversität auch Banken umtreiben.Sie müssen die Risiken aus der Entwicklung messbar und kalkulierbar machen. Im Gespräch mit Armina Schädle (KPMG) erläutertCarmen Klünder (Leiterin des ESG Risk Centers im Risi…
  continue reading
 
Franklin bridges the gap between Web3 and traditional finance, rethinking how businesses manage payroll and payments. Today’s podcast features Megan Knab, Franklin’s CEO. She shares insights into the transformative role of blockchain in financial operations. She has a vision: leveraging blockchain to modernize payroll and financial tools. Megan has…
  continue reading
 
In the final episode of Flex and the City for 2024, I have the pleasure of connecting with the visionary Paul Chapman, Managing Director of HornbyChapman! 💼✨ Paul shares his invaluable insights on why the next generation of Financial Services professionals—especially Gen Z—must embrace AI and sharpen their sales skills to thrive in this dynamic ind…
  continue reading
 
Research by Luca Cian, Aradhna Krishna, and Ryan S. Elder—published a behavioural science experiment: ‘A Sign of Things to Come’ which shows that dynamic imagery, or visuals that suggest motion, can actually influence our behaviour. One of the most interesting tests involved a warning sign for falling rocks. In one version, the rocks had already la…
  continue reading
 
Spoken by a human version of this article. Ongoing education helps everyone understand their role in responsibly developing and using algorithmic systems. Regulators and standard-setting bodies emphasise the need for AI literacy across all organisational levels. Links ForHumanity - join the growing community here. ForHumanity - free courses here. I…
  continue reading
 
When you look into Retirement for most folks, long-term care is often overlooked. To those who have been affected by this (which is many) the cost of LTC can be devastating to a portfolio. However, this doesn't have to be the case. Financial professional Greg Brown is here to give an extensive overview of this key topic and the benefits of planning…
  continue reading
 
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.…
  continue reading
 
Στο 29ο επεισόδιο του podcast μας, "Υπάρχει ιδανική στιγμή για χρηματοδοτική επέκταση; Ποιος ο ρόλος της παγκοσμιοποίησης;", ο οικονομικός σύμβουλος και συνιδρυτής της AFS, Νίκος Καραμάνος, εξετάζει το κρίσιμο χρονικό διάστημα των επενδυτικών κινήσεων και της χρηματοδοτικής επέκτασης μιας επιχείρησης, μέσα στο πλαίσιο των παγκόσμιων οικονομικών προ…
  continue reading
 
Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals for financial advice. In this conversation, Howarth shares his perspective on the current state of the sector, what a change in government would brin…
  continue reading
 
Navigating the complex world of AI hiring in financial services is no easy feat. In this debut episode, Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology, joins host Matthew DeMello to explore the unique challenges financial services enterprises face when integrating AI talent. With the sector still in its early adopt…
  continue reading
 
In this episode of The ifa Show, host Keith Ford is joined by Kylie Denton, the owner and director of Performance Advisory Group, to explore how advisers can navigate the complex landscape of the intergenerational transfer of wealth and engage with different generations of clients. Denton explains why financial advisers need to start thinking about…
  continue reading
 
Στο 28ο επεισόδιο του podcast μας, "Επιτυχημένες στρατηγικές διαχείρισης των προϊόντων και των υπηρεσιών μιας επιχείρησης", o οικονομικός σύμβουλος και συνιδρυτής της AFS, Νίκος Καραμάνος, εξηγεί πώς οι επιχειρήσεις μπορούν να μειώσουν τα λειτουργικά τους έξοδα χωρίς να επηρεάζεται η ποιότητα των προϊόντων ή των υπηρεσιών που προσφέρουν. Συζητά συγ…
  continue reading
 
In this special episode of Relative Return Unplugged, we are sharing a discussion between Momentum Media’s Steve Kuper, Major General (Ret’d) Marcus Thompson and AMP chief economist Shane Oliver on the latest economic data and what it means for Australia’s economy and national security. There are a range of complexities impacting Australia’s econom…
  continue reading
 
Estate is often times overlook but can carry serious consequences for portfolios not accounting for it. Financial professional Greg Brown breaks down the critical details to understand and apply when setting up your Estate Plan. WCFS Official Website www.westcoastfinancial.netעל ידי West Coast Financial Services
  continue reading
 
There's a lot of speculation on the benefits of an Annuity in todays retirement planning process, and it begs the question, "Should I Hate Annuities?" Financial professional Greg Brown is here to objectively breakdown the annuity, common misconceptions, and the overall value (if any) it may have on your portfolio.…
  continue reading
 
When you look into Retirement for most folks, long-term care is often overlooked. To those who have been affected by this (which is many) the cost of LTC can be devastating to a portfolio. However, this doesn't have to be the case. Financial professional Greg Brown is here to give an extensive overview of this key topic and the benefits of planning…
  continue reading
 
Estate is often times overlook but can carry serious consequences for portfolios not accounting for it. Financial professional Greg Brown breaks down the critical details to understand and apply when setting up your Estate Plan. WCFS Official Website www.westcoastfinancial.netעל ידי West Coast Financial Services
  continue reading
 
Launching a startup is challenging. It becomes even more difficult when tackling personal and business finances that confound entrepreneurs. Enter Uprise, the brainchild of Jessica Chen Riolfi and her co-founders. Uprise offers human-driven financial advisory services embedded into small business (SMB) platforms, like banks or personal finance site…
  continue reading
 
In the latest episode of Flex and the City, I had an inspiring conversation with Brian Godins, Chief Commercial Officer at Callistone. His 31-year journey through financial giants like Morgan Stanley and HSBC offers insightful wisdom for every listener. The Chief Commercial Officer of Calastone shares what financial services can learn from Doods th…
  continue reading
 
Join The Lead Ladies and some of The Lead Engine team in this entertaining episode as they vent about their holiday annoyances! Featuring input from the Queens of Christmas on what to banish to Room 101, and a surprising twist from our resident Grinch, it’s a festive mix of humour and holiday spirit. Brought to you from the team at The Lead Engine …
  continue reading
 
In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down Financial Services Minister Stephen Jones’ latest update on the Delivering Better Financial Outcomes (DBFO) reforms and how the new class of adviser (NCA) is set to operate. Details have been short on the second tranche of the DBFO and the delays have been le…
  continue reading
 
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…
  continue reading
 
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. …
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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...…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Loading …

מדריך עזר מהיר