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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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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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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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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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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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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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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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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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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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A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
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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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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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Welcome to the inaugural episode of Relative Return Unplugged, where we dive into one of the most pressing issues in Australia's financial landscape - the future of the Reserve Bank of Australia (RBA). In this episode, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, tackle the rising scrutiny surrounding the RBA a…
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Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, κα Ελίνα Καραμάνου, αναλύει τα βασικά κριτήρια που πρέπει να εξετάζουν οι επιχειρηματίες πριν επιλέξουν το κατάλληλο χρηματοδοτικό εργαλείο. Μάθετε πώς να κάνετε τη σωστή επιλογή που θα βοηθήσει την επιχείρησή σας να αναπτυχθεί και να πετύχει τους στόχους της. Η κα Καραμάνου μοιράζεται …
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Joseph Stone Capital Financial Services takes a strategy-first approach by creating a unique and customized plan for each client that utilizes technical and fundamental analysis. We work through volatile markets and build relationships by committing ourselves to achieving our clients’ financial goals.…
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Today, we're diving into the ever-green landscape of startups and startup banking. While the startup scene is always buzzing, recent years have been particularly challenging due to a tough market, limited investment opportunities, and waning investor confidence. However, with a rebound in VC funding this year and recent rate cuts by the Fed, there’…
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Spoken (by a human) version of this article. Legislation isn't the silver bullet for algorithmic integrity. Are they useful? Sure. They help provide clarity and can reduce ambiguity. And once a law is passed, we must comply. However: existing legislation may already apply new algorithm-focused laws can be too narrow or quickly outdated standards ca…
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Wann kommt er,der digitale Euro? Anne-Sophie Gógl (KPMG) im Gespräch mit Dr. AlexandraHachmeister (Bundesbank) Immer mehr Länder denken über eine eigene digitale Zentralbankwährungnach. Denn weltweit wird immer weniger oft mit Bargeld bezahlt – und das mobileZahlen nimmt zu. Ein digitaler Euro kündigt sich schon seit einigen Jahren an.Dr. Alexandra…
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Today’s guest is Supriya Gupta, General Manager and Vice President of Product at Credit Karma. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers and helps them find lenders. Supriya returns to this podcast, straight from her appearance on the AI in Business podcast, to explore the evolving rol…
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This time The Lead Ladies are joined by the managing director of Essex-based brokerage, EHF Mortgages to share his personal pet peeves and a few light-hearted, industry related ones! Follow Justin on LinkedIn. Visit EHF Mortgages here. Visit Newspage here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design…
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Harmony Gold released its FY24 results for the year ended 30 June 2024. In this report, we discuss the key takeaways from the results and update our valuation. Since our last report, Harmony is up roughly by 8% and the gold price is up about 9%. Highlights from the results include the following: Group production increased by 6% to 1.56moz, driven b…
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I'm thrilled to share our latest episode of Flex and the City, where I had the privilege of speaking with David Sarfas, The Managing Director at CSC. 🎙️ ✨ In this episode, David Sarfas, Co-Head of Global Funds and UK Country Head at CSC, shares his thoughts on the future of financial services. He emphasises that if the industry wants to win gold, i…
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In this Swift Chat conversation, Marie Swift speaks with John O'Connell, founder of The Oasis Group, a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting…
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The days when SMBs were tethered to their home markets are long behind us. Today, SMBs are eagerly embracing global opportunities, expanding into new regions, and viewing cross-border sales as a key growth driver. Yet, with this expansion comes a major challenge: navigating the complexities of international payments.49% of SMBs cite the ease of man…
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Generative AI and open banking are beginning to change how banks engage with customers. Today we will look at this process with Olly Downs. He is a Chief Technology and AI Officer at Curinos. With a career spanning three waves of AI, Downs brings a wealth of experience to the table. He published his first academic paper on what we now call generati…
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In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa deputy editor Keith Ford to discuss a range of issues within the financial advice space, including the opposition’s strong statement on delays to implementing the Quality of Advice Review’s (QAR) recommendations. The pair delve into shadow financial services minister Luke…
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Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, κα Ελίνα Καραμάνου, σας καθοδηγεί στη διαφορά μεταξύ χρηματοδότησης μέσω δανείου και χρηματοδότησης μέσω επενδύσεων. Ανακαλύψτε τα πλεονεκτήματα και τα μειονεκτήματα κάθε επιλογής και μάθετε πώς να επιλέξετε την καλύτερη λύση για την επιχείρησή σας. Η κα Καραμάνου αναλύει τη σημασία της…
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Debt and equity, there are alternative investment instruments which are generally high-risk but high-return options which need expertise before going any further. For a best selection of your investment connect with us.De către Podcaster Sunny
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Spoken (by a human) version of this article. Even in discussions among AI governance professionals, there seems to be a silent “gen” before AI. With rapid progress - or rather prominence – of generative AI capabilities, these have taken centre stage. Amidst this excitement, we mustn't lose sight of the established algorithms and data-enabled workfl…
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Alex, Steph and Tessa share the adverts that have caught there eye this time, including Hannah's advert in her absence that has them fooled! Cats and dogs, roofing and makeup take the lead for this episode... We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. If you…
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In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as a financial adviser, as well as the ongoing challenges that the profession faces. Thomas discusses her PhD on Generation Z’s initial experience with s…
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Quite simply, a mutual fund is a mediator that brings together a group of people and invests their money in stocks, bonds and other securities. Each investor owns shares, which represent a portion of the holdings of the fund. Thus, a mutual fund is one of the most viable investment options for the common man as it offers an opportunity to invest in…
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In the latest episode of Tearsheet's newest podcast, "Compound Influence," hosts Zack Miller and Josh Liggett dive deep into the fascinating world of Wall Street Bets (WSB) and its impact on the financial landscape. This eye-opening discussion explores the intersection of social media, retail investing, and the power of online communities.The Rise …
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Welcome to the Tearsheet Podcast, where we explore financial services together with an eye on technology, innovation, emerging models, and changing expectations. I’m Tearsheet’s editor in chief, Zack Miller.Today, we’re joined by Bill Borden, Corporate Vice President, Worldwide Financial Services, at Microsoft, and Suzanne Dann, CEO for the America…
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Στο δέκατο επεισόδιο του AFS Podcast, εξερευνούμε τον κρίσιμο ρόλο που διαδραματίζουν οι λογιστές στην πρόληψη οικονομικών κρίσεων. Καθώς οι επιχειρήσεις αντιμετωπίζουν συνεχώς προκλήσεις και αβεβαιότητες, ο λογιστής αναδεικνύεται ως κλειδί για την αναγνώριση και τη διαχείριση των κινδύνων. Από την ανάλυση των οικονομικών δεδομένων έως την προσαρμο…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report. The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platfor…
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In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Chris McGibbon, global head of real estate at Nuveen, about the long-term outlook and why the “knife has stopped falling” in property. Listen as they discuss: Real estate’s role in investor portfolios. Should investors take a diversified approach or focus on specific sectors…
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Spoken (by a human) version of this article. In a previous article, we discussed algorithmic fairness, and how seemingly neutral data points can become proxies for protected attributes. In this article, we'll explore a concrete example of a proxy used in insurance and banking algorithms: postcodes. We've used Australian terminology and data. But th…
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Today’s guest is David Thompson, Chief Technology Officer at American Express Global Business Travel. American Express Global Business Travel – better known as Amex GBT and officially known as Global Business Travel Group, Inc. – is a multinational travel management company based in New York City. Employing 18,000 people across over 140 countries, …
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Since SA's Government of National Unity came into effect the rand has retained its strength and major stocks on the JSE are making impressive gains. Is this early economic enthusiasm a temporary surge, reminiscent of “Ramaphoria”? Or is it indicative of lasting and meaningful change? Adriaan Pask, chief investment officer at PSG Wealth, shares his …
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Nirdev Desai, head of sales at PSG Wealth, explains the difference between saving and investing, and shares lessons to be learnt from successful savers, which can be replicated to help you achieve your financial goals. This podcast/video/article was first published on Businessday.com on June 2024.
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The JSE has witnessed a significant decrease in listings in recent years, dropping to only 284 at the end of 2023. PSG Wealth’s Adriaan Pask explains what’s causing this trend and how it will affect investors. This podcast/video/article was first published on Businessday.com on May 2024.
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Elections and interest rate cuts are two of the key themes driving investment decisions in 2024, but what else should investors expect from a markets perspective? PSG Wealth's chief investment officer Adriaan Pask shares his views in this informative podcast. This podcast/video/article was first published on Businessday.com/ on February 2024.…
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Nirdev Desai, head of sales at PSG Wealth, discusses different factors that can shape your relationship with money, for better or worse. He also pinpoints the lessons to be learnt from the healthy financial behaviours of successful high-net-worth individuals, which can be replicated to help you achieve your financial goals. This podcast was first p…
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Alex continues to breakdown the Google Ads jargon this time with focus on the different bidding types. He shares what Google says about them, how they work and his experience using them. On this episode, Alex covers the following: 1. Manual CPC Bidding 2. Maximise Clicks Bidding 3. Smart Bidding 4. Target CPA Bidding Brought to you from the team at…
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In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market. Baker identifies the industries set to benefit from AI for advisers looking to integrate …
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Σε αυτό το επεισόδιο, η Co-Founder και Σύμβουλος Επιχειρήσεων, κα Ελίνα Καραμάνου, αναλύει τις κύριες προκλήσεις που αντιμετωπίζουν οι επιχειρηματίες όταν προσπαθούν να αποκτήσουν χρηματοδότηση. Μάθετε ποια είναι τα βασικά εμπόδια και πώς μπορείτε να τα ξεπεράσετε αποτελεσματικά. Η κα Καραμάνου προσφέρει πρακτικές συμβουλές για την προετοιμασία και…
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Gaurav Mittal, Executive Vice President of Ethoca, a Mastercard company, shows that the post-purchase space represents an opportunity for our industry. It's where customers want convenience, autonomy, and trust but many of the players today have not been able to meet their demands.Mittal brings a unique insight into how tools like digital receipts …
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Welcome to the second episode of our de novo community banking series. I’m Sara Khairi, your host and reporter at Teasheet. If you tuned in a couple of weeks ago, you know we kicked things off with a deep dive into Craft Bank's journey in Atlanta, from CEO Ross Mynatt's debut leadership role to its choice of core tech partner and the strategies it …
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Strategic partnerships – those relationships between traditional financial institutions and fintechs – have become really integral as banks seek to modernize their offerings and fintechs aim to scale their operations and get distribution.KeyBank and Qolo have teamed up on an embedded finance offering. On today’s episode, we sit with Jon Briggs, Hea…
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