show episodes
 
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
 
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
 
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor, Jason Bates, Sarah Kocianski and Ross Gallagher and joined weekly by a range of fantastic guests, they discuss the latest news, developments, and trends within the industry. On Fintech Insider Insights, they speak to subject matter experts for deep dives on APIs, AI, digital banking, and all oth ...
 
The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to na ...
 
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. New to the show? We recommend that you head back to Season 1 of the podcast and listen to episodes 1-10 first, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Pod ...
 
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.
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
Want to keep up with all the news from China’s business scene but short on time? Then tune into the Caixin China Biz Roundup! Each weekday, we break down the biggest developments in the Asian giant’s economy, financial world and tech sphere — all in around 15 minutes! Expect to find lots of analysis and informative updates delivered in a fun, light-hearted manner. Also on our channel is the Caixin-Sinica Business Brief and China Stories, which are both produced in collaboration with SupChina ...
 
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
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
 
FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
 
The CashFlowGuys Podcast teaches busy people how to use what they have, to get what they need in order to accomplish what they want. Using tips and techniques from industry leaders in Real Estate Investing and Financial Services, the CashFlowGuys are on a mission to educate the public on all things involving real estate and financial services. Your host, Tyler Sheff interviews experts from around the globe to help people improve their financial intelligence.
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of Massachusetts (FPA MA), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the Massachusetts chapter of FPA. Join us and listen in for engaging dis ...
 
Glen James shares short money tips and encouragement for you on your financial journey. We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast. This podcast is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. Any advice is ...
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
Hosted by award-winning mortgage broker Gary Das, the Financial PRO podcast develops your knowledge to build a successful financial services business. Gary shares the ups and downs, successes and failures of building his own mortgage brokerage along with in-depth conversations with the other experts from all areas of financial services, marketing, sales, and business. The purpose of the show is to share tried and tested methods to achieve more from your business, whether it's generating lead ...
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
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Rebank

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Rebank

Will Beeson

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Financial innovation, technology advances and social changes are sending shockwaves through the financial services industry. In an age of increasingly rapid change, important questions, debates and developments are unfolding before our eyes. These ideas, and the choices we make in response to them, will shape our future. Technology is vastly powerful, creating new industries in response to – or sometimes in anticipation of – changing customer expectations. Rebank explores the trends, develop ...
 
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Breaking Banks

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Breaking Banks

Breaking Banks - The #1 Global Fintech Podcast

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The #1 global fintech radio show and podcast. Every week we explore the personalities, startups, innovators, and industry players driving disruption in financial services; from Incumbents to unicorns, and from the latest cutting edge technology to the people who are using it to help to create a more innovative, inclusive and healthy financial future.
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
An important & very necessary spotlight on the business impact of digital regulation from JWG. As an independent global think-tank our aim is to stimulate holistic debate about the approach to financial services supervision.
 
Financial services marketing needs a jolt! We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together. The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.
 
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
 
Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation. Offering securities through Nelson ...
 
CFO THOUGHT LEADER is a ground-breaking business podcast, hosted by Jack Sweeney that brings you first hand accounts of CFOs who are driving change within their organizations. Our interviews capture their actions so that you can learn what might work for your organization. In addition to their company history we share the career journey of our spotlighted guest: What do they struggle with? How do they persevere? What makes them successful?
 
Providing high quality capacity building programs for financial supervisors and regulators to build more stable and inclusive financial systems. Toronto Centre is an independent not-for-profit organization that promotes financial stability and access to financial services globally, particularly in emerging markets and developing countries. www.torontocentre.org What financial supervisors and regulators do every day has a ripple effect that cascades across government, NGOs, and the private se ...
 
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show series
 
Join Zeynep Meric-Smith, Partner, Wealth and Asset Management Consulting & Head of Private Assets Consulting for KPMG in the UK and Lorelei Graye, President of Private Capital Data Standards Alliance (PCDS) as they discuss the journey to the a mutually beneficial model for transparency as well as increasing the fluidity of data exchange in the priv…
 
This week’s guest is Ilan Gleiser, Founder and CEO of Synarchy AI, an AI consultancy based in the Bay Area. Ilan has worked with large organizations, including a role as Product Owner for Artificial Intelligence Enterprise Solutions at Wells Fargo, the third-largest bank in the U.S. In this episode, Ilan explains his process for filtering projects …
 
Troy Ignelzi’s CFO career is rooted in an unlikely place. In fact, some might describe it as the least likely of all places, for the environs of his early vocational path were not those of a growing company but instead a place where businesses had stopped growing. So it was in Kalamazoo, Michigan, in the late 1990s when Ignelzi—part of a local econ…
 
Welcome to the Tearsheet Podcast. I’m Tearsheet editor in chief, Zack Miller. I’m excited to share with you some news about our upcoming online conference, The Big Bank Theory. This year, we’ve combined two of our tent pole events: Challengers and Embedded into a single event, November 10-12. We’ve assembled the top companies and professionals crea…
 
The depiction of the philosopher compiling documents and recording laws is based on a misunderstanding, says legal professor Wang Chang Read the article by Wang Chang: https://www.caixinglobal.com/2021-10-02/weekend-long-read-what-a-minnesota-mural-of-confucius-tells-us-about-misinterpretation-101777253.html Narrated by Sylvia Franke Wang Chang is …
 
Our expert host, David M. Brear, is joined by some great guests to take a deep dive into all things Agile. What is it? What are the pros and cons? Where does Agile fit into day-to-day operations? What do other solutions offer, what does the future look like, and what advice can our panel give to companies looking to scale with Agile? This week's gu…
 
In this episode, I bring back my Real Estate Attorney Shawn Yesner to discuss HOA foreclosure issues that are rapidly becoming more commonplace. This episode is packed with the info you need to avoid this common "gotcha" that catches many real estate investors off guard and can cost you hundreds of thousands of dollars. To connect with Shawn go to …
 
PlanB, a former institutional investor with 25 years of experience in financial markets turned anon Bitcoin analyst, discusses Bitcoin’s price action, from the macroeconomic drivers to what his models predict for the rest of 2021. Show highlights: PlanB’s background and how he got into Bitcoin what a stock-to-flow model is and how PlanB uses it to …
 
Are the days of the big fat Indian wedding over? Since Covid Indian weddings have got a lot smaller. But will they go back to what they once were? Rahul Tandon speaks to bride to be Yashaswini Singhdeo, mother of the bride Meenal Singhdeo, Sandip Roy author and columnist, Ambika Gupta wedding planner and owner of the A cube project and Parul Bhanda…
 
The latest edition of the ISMG Security Report features an analysis of whether businesses are stepping up their ransomware defenses in response to several warnings released by the U.S. and U.K. governments highlighting the threat posed to infrastructure. Also featured are the Thingiverse data breach and airline fraud trends.…
 
In This Episode It’s October and just about time for Money 2020 in Las Vegas. We’ll be there next week interviewing some of the speakers and newsmakers, along with some of the attendees to give you a feel for what’s happening in what’s always a whirlwind 4 days. Today Sanjib Kalita, Editor in Chief for Money 20/20 joins us on this special preview e…
 
Preparing crisis communication in advance can go only so far. Unpredictability is the very nature of crisis after all. Beyond confirming the basic structure for connecting your team, what steps should you take before the dreaded day arrives, and how do we proceed when it does? There are lessons to take from a recent airline’s debacle we can easily …
 
In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask explore a high level overview of Fortescue Metals Group Ltd (ASX:FMG). Fortescue is a leading Australian iron ore producer, alongside their renewable green energy Fortescue Future Industries (FFI) business. Kate & Owen provide a high level overview of FMG, including the ba…
 
Glen shares 3 key basics you need to know when it comes to managing your money! Things get a little passionate, strap in hehehe. Check out the book, Atomic Habits by James Clear: https://booktopia.kh4ffx.net/aEkRR Grab a copy of Glen's book, Sort Your Money Out & Get Invested: https://www.sortyourmoneyout.com/sort-your-money-out-get-invested Check …
 
Credit Union Rock Stars are typically known for their selflessness and dedication to others. Sheri Szemplinski and Arnessa Belin are no exceptions. Sheri Szemplinski, operations administrator for the business operations team in commercial banking at $2.3 billion asset CAP COM Federal Credit Union in Albany, N.Y., has committed her legacy to volunte…
 
The credit union industry has seen extraordinary evolution in the last 18 months. In addition to shifts in technology and member service practices, the branch environment has also undergone significant changes. Credit unions must consider new points of vulnerability as they continue to drive more efficient operational processes. This episode of the…
 
If you wanted to sell your RIA or independent financial advisory business to an internal successor or a third party would you be able to? Josh Patrick, Founding Principal at Stage 2 Planning Partners and author of "Sale Ready Company" shares what you need to do to make your firm sale ready even if you have no plans to sell.…
 
Nobody has been further out in front of the financial industry’s data needs than Francis Gross, who works at the ECB but agreed to speak to us in a personal capacity. We invited him to share his perspectives on the big measurement problems for regulators in a digital age. He shares his insights into a new theory for overseeing the financial system …
 
In this episode Gary is with Spencer Lodge, Co-founder and Chairman of The Blue Sky Thinking Group (BSTG), a company valued at over 100 million dollars. He was voted as one of the Top 100 Most Influential People in Dubai and for many decades he has been making waves in the international financial services and sales industry. With over 24 years of e…
 
Episode Notes We've all been hearing about digital transformation in the FS industry for years now but has the COVID19 pandemic really accelerated this trend? For this episode of The Aquest Podcast, I'm joined by Alan Meaney to chat about this, about the 'build vs buy' question and whether ISO27001 certification is a pre-requisite for all FinTechs.…
 
Estate planning is overwhelming, but it is a necessary part of our overall financial plan. Having a plan makes it a lot easier on our families when we pass away or become incapacitated. Continued communication is ideal, everyone involved in the plan needs to be on the same page. On today's episode, we are talking about Wade's recent seminar "Who Wi…
 
The social media giant's algorithm has been accused of amplifying divisive content and disinformation. Could regulating it make Facebook a kinder platform? Ed Butler speaks to the BBC's Silicon Valley correspondent James Clayton about the latest revelations from Facebook whistleblower Frances Haugen, and renewed demands for a crackdown by US lawmak…
 
Lutfey is a Visiting Professor-in-Practice (IDEAS - "Ranked #1 university-affiliated think-tank 2020") at LSE, the London School of Economics and Political Science, where he also is aMember of Scientific Advisory Board at the LSE Systemic Risk Centre. At LSE he is also Co-investigator of the Inclusion Initiative, a Former member of the LSE Court of…
 
In This Episode Exciting day on Breaking Banks – we have a new regular host – Amber Buker. Now if that name sounds familiar its because she works with JP and I at Alloy Labs as head of insights. Her work is phenomenal and we asked ourselves why we weren’t sharing her with the world. Well now we are… in the second half of the show you’ll get to hear…
 
On this show, we love to talk about Conscious Capitalism. We generally avoid talking about politics. But what happens when those worlds collide? When campaign strategist Matthew Dowd was introduced to Conscious Capitalism, he wrote about how much better our world would be if politics took a similar approach. Now that’s worth talking about!…
 
Faced with mounting fines, banks are digitizing their regulatory obligation management process. Horizon scanning has leapt to the fore as one of the core capabilities required to achieve the holy grail of ‘end to end’ solutions that prove to regulators that business is being done right. But getting many silos to map their controls to the same horiz…
 
We all have blinders about various things in our life that leave us blind to things we do not know or understand. What is a blinder? Well, it could be a bias about something, it could be a protection mechanism to ignore something, it could be immaturity about something or it could simply be ignorance of not knowing any better. In fact, what I have …
 
Decaying oil tanker could trigger an environmental and humanitarian disaster. The FSO Safer is marooned off the coast of Yemen in the Red Sea, close to one of the world's biggest shipping lanes. A massive oil spill or explosion from it could disrupt global trade for months and lead to an environmental and humanitarian catastrophe. It's loaded with …
 
When Evan Fein accepted his first CFO position more than a decade ago - his focus as a finance leader was too narrow according to the CFO, who in a moment of self-reflection can’t conceal his exacerbation. "Ashamed is not the right word, but I'm such a better CFO now than I was then,” remarks Fein, who gives his younger self some kudos for having h…
 
Melissa Myers, CFP®, accomplished all her life goals by age 40, and now she’s working with me to see how much higher she can soar. After leaving the pre-approved industry strategies behind, she has tripled her revenue to over $300,000 and her business keeps growing, allowing her to provide thoughtful, transformational service to women all over the …
 
Our guest on the podcast today is author Zachary Karabell. He’s written numerous books about global history, economics, and politics. His latest is called Inside Money: Brown Brothers Harriman and the American Way of Power. Background Bio Website Twitter: @zacharykarabell The Progress Network Brown Brothers Harriman Career/Investing Inside Money: B…
 
FPA Northern New England board member Ben Flood joins us to share with us the new Wicked Tech Talks webinar series coming to FPA Massachusetts and FPA Northern New England. The quarterly series will focus on how financial advisors and planners can use technology to improve practice management and improve the client experience. Vendors, consultants,…
 
Firm regulatory risks and priorities don't exist in a vacuum. And that is perhaps nowhere clearer than when it comes to a firm's anti-money laundering responsibilities. A firm's AML risks can overlap with any number of other priorities. On this episode, we're looking at the intersection of a firm's AML and cybersecurity risks. Joining us are Jason …
 
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