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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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PSG Financial Services

PSG Financial Services

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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Καλωσορίσατε στο AFS - Athens Financial Services Podcast, το podcast για επαγγελματίες και επιχειρηματίες που αναζητούν αξιόπιστες πληροφορίες και συμβουλές στους τομείς της λογιστικής, των φοροτεχνικών, των εργασιακών θεμάτων, των μισθολογικών ζητημάτων, της ανάπτυξης επιχειρήσεων και των συμβουλευτικών υπηρεσιών. Αναλύουμε με λεπτομέρεια ζητήματα που αφορούν τις τελευταίες νομοθετικές αλλαγές και τις επιπτώσεις τους στον επιχειρηματικό κόσμο, παρέχοντας εξειδικευμένη καθοδήγηση για την απο ...
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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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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers ...
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Insights for financial services leaders who want to enhance fairness and accuracy in their use of data, algorithms, and AI. Each episode explores 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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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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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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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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West Coast Financial Services

West Coast Financial Services

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Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly. As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you. Ultimately, your f ...
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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 “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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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 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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David Bezar, Bret Elam & Karen Bezar have been on the air for 5 years as your source for all things retirement. They cover everything from how current events could affect your savings, to strategies to maximize your retirement income and everything in between on Live with Thrive. Hear them on: #FinancialPlanning #FinancialPodcasts #ThriveFinancialServices
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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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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 this episode of The ifa Show, host Keith Ford is joined by the chief executive of WT Financial Group, Keith Cullen, to break down the government’s adviser education reform announcement, and why the profession needs to be pragmatic about the pathways to bring in new advisers. Cullen explains why he sees opening up financial advice to a wider rang…
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Στο 36ο επεισόδιο του podcast μας, με τίτλο "Τι ρόλο παίζει η ανάλυση ανταγωνισμού στην αναγνώριση ευκαιριών;", η Ελίνα Καραμάνου, σύμβουλος επιχειρήσεων και Co-Founder της AFS, αναδεικνύει τη σημασία της ανάλυσης ανταγωνισμού. Εξηγεί πώς η μελέτη της αγοράς και η κατανόηση των κινήσεων των ανταγωνιστών μπορούν να βοηθήσουν τις επιχειρήσεις να εντο…
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• This is the pre-eminent food retailer in South Africa, with the best margins and the most effective management, but its sheer size limits the potential for above industry growth (even market share gains will become limited) and its valuation is full. • Key points in the investment thesis are: a. Group revenue growth of 9.5%, however, this was mai…
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In this episode of the Tearsheet Podcast, I sit down with Frank Chaparro, the host of The Scoop and Director of Special Products at The Block. He has years of experience at the intersection of digital assets and Wall Street. Frank offers a unique perspective on blockchain technology and tokenization, highlighting their early impact on financial mar…
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DORA, Resilienzund das BCM 2.0: Stefanie Fekonja (KPMG) im Gespräch mit Christian Rings(Münchener Hyp) Die DORA-Verordnung hat den Finanzinstituten inEuropa viele neue Anforderungen gebracht und legt die Messlatte fürIT-Compliance und Sicherheit noch einmal deutlich höher als vorherigeRegulierungen. Das zeigt auch ein KPMG-Benchmark zum Auslaufen d…
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Today’s guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt joins us on today’s program to explore how AI is revolutionizing personal insurance and home refinancing. In the process, Matt shares insights into the current trends and challenges facing insuranc…
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Navigating AI Audits with Dr. Shea Brown Dr. Shea Brown is Founder and CEO of BABL AI BABL specializes in auditing and certifying AI systems, consulting on responsible AI practices, and offering online education. Shea shares his journey from astrophysics to AI auditing, the core services provided by BABL AI including compliance audits, technical te…
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It’s already been a hectic first few weeks of the year in the SMSF sector with legislative changes and political manoeuvring. In this week’s SMSF Adviser Show, hosts Keith Ford and Aaron Dunn delve into what has happened and what may transpire in the coming months. They’re joined by Daniel Butler, director of DBA Lawyers, to talk about the complexi…
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In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, break down the economic landscape ahead of the Reserve Bank’s highly anticipated first rate call of 2025. With two major banks already dropping rates on some fixed mortgage offerings, the consensus that the RBA will lower…
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Banks have a challenging time responding to technological leaps like AI primarily because of their compliance-comes-first approach. Financial institutions must also manage the technological debt of their legacy systems when approaching modernization. On this episode of the Tearsheet Podcast, Temenos Chief Product and Technology Officer, Barb Morgan…
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In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment at FTSE Russell, about the intricacies of climate investment. Listen as they discuss: How climate investment is becoming a mainstream concern. A trend towards transition-focused inv…
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In the latest episode of The ifa Show, host Keith Ford is joined by the founder of The Cyber Collective, Fraser Jack, to discuss how technological advancements have impacted the cyber security space and the doubled-edged sword of AI. Reflecting on the evolving landscape of cyber security, Jack emphasised the importance of creating resilient busines…
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Στο 35ο επεισόδιο του podcast μας, με θέμα "Υπάρχουν εργαλεία που βοηθούν στον εντοπισμό τάσεων και αναγκών της αγοράς;" η σύμβουλος επιχειρήσεων και Co-Founder της AFS, Ελίνα Καραμάνου, αναδεικνύει τη σημασία των εργαλείων ανάλυσης τάσεων, για την κατανόηση των δυναμικών της αγοράς. Εξηγεί πώς αυτά τα εργαλεία μπορούν να συμβάλουν στη διαμόρφωση ε…
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In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President Donald Trump’s second term that all but kicked off a trade war. We explore the lay of the land following a flurry of executive orders, abrupt policy changes, and escalating tensio…
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On this episode of the Tearsheet Podcast, Nigel Vaz, CEO of Publicis Sapient, discusses how AI is fundamentally changing the financial services industry. Nigel shares his deep insights on how financial institutions can navigate this technological disruption, from enabling broader access to wealth management to AI-driven credit models in mortgage le…
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The Tearsheet podcast often explores the intersection of financial services and technology. What makes this exploration unique is its focus on emerging trends, like the connection of the Web3 technologies of crypto and blockchain with the traditional finance ecosystem. Today, Bam Azizi, the co-founder and CEO of Mesh, joins me on the podcast.Founde…
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In this episode of The ifa Show, we share a discussion between host Maja Garaca Djurdjevic and associate professor Nathan Eva, from Monash Business School, on the global implications of US President Donald Trump's "me-first agenda" on organisational culture, including within Australia. Eva breaks down Trump’s executive orders rolling back diversity…
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Στο 34ο επεισόδιο του podcast μας, με θέμα "Πώς μπορούμε να αξιολογήσουμε αν μια ιδέα είναι εμπορικά βιώσιμη;", η σύμβουλος επιχειρήσεων και Co-Founder της AFS, Ελίνα Καραμάνου, εξηγεί τις απαραίτητες ενέργειες για την αξιολόγηση μιας ιδέας. Αναλύει πώς ένα καλά τεκμηριωμένο πλάνο και η επένδυση στην έρευνα μπορούν να συμβάλουν καθοριστικά στην επι…
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Spoken by a human version of this article. AI literacy is growing in importance (e.g., EU AI Act, IAIS). AI literacy needs vary across roles. Even "AI professionals" need AI Risk training. Links EU AI Act: The European Union Artificial Intelligence Act - specific expectation about “AI literacy”. IAIS: The International Association of Insurance Supe…
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There has been significant movement in the digital advice space over the past decade. As the industry accelerates its efforts to address the undersupply of financial advice, digital solutions are essential to meet the demands of Australia’s 12.9 million financial advice beneficiaries. In this episode of the SMSF Adviser podcast, host Keith Ford tal…
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The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 million, sent shockwaves through the AI world and cratered US tech stocks. In this episode of the Relative Return Unplugged podcast, Professor Geoff Webb from Monash University’s Dep…
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As blockchain technology seeps slowly into the traditional financial services ecosystem, it is offering new opportunities through tokenization and decentralized finance (DeFi). Today's episode of the Tearsheet podcast hosts Paul Brody, EY’s Global Blockchain Leader who shares his expertise on these developments. Paul is focusing on the promise of p…
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Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward returns to the program to talk about use cases across financial services that are going to transform the personal banking space, from back-off…
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In the latest episode of The ifa Show, host Keith Ford is joined by academic and consultant Dr Katherine Hunt to dive into the barriers that are holding advice firms back from bringing on young advisers and why overcoming them is important for the future of the profession. Reflecting on conversations with advisers who have decided working with prof…
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Στο 33ο επεισόδιο του podcast μας, με θέμα "Πώς μπορούμε να εντοπίσουμε μια επιχειρηματική ευκαιρία;", η σύμβουλος επιχειρήσεων και Co-Founder της AFS, Ελίνα Καραμάνου, αναλύει τα βήματα για την αποτελεσματική αναγνώριση και αξιοποίηση μιας ευκαιρίας. Εξηγεί πώς η στοχευμένη ανάλυση της αγοράς, μέσα από εξειδικευμένη έρευνα, μπορεί να συμβάλει καθο…
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Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean energy efforts. In this episode of the Relative Return Unplugged podcast, associate professor Nathan Eva from Monash Business School discusses the glob…
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Navigating AI Governance and Compliance Patrick Sullivan is Vice President of Strategy and Innovation at A-LIGN and an expert in cybersecurity and AI compliance with over 25 years of experience. Patrick shares his career journey, discusses his passion for educating executives and directors on effective governance, and explains the critical role of …
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APIs have evolved from simple data connectors to the fundamental architecture driving financial innovation. In this episode of the Tearsheet Podcast, I speak with John Pitts. Plaid’s John Pitts reveals how they’re driving open banking and empowering consumer control. He is the Global Head of Policy at Plaid. With a career spanning regulatory and po…
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Mitigating AI Risks Ryan Carrier is founder and executive director of ForHumanity, a non-profit focused on mitigating the risks associated with AI, autonomous, and algorithmic systems. With 25 years of experience in financial services, Ryan discusses ForHumanity's mission to analyze and mitigate the downside risks of AI to benefit society. The conv…
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In the latest episode of The ifa Show, host Keith Ford sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to break down what’s happening in the financial services mergers and acquisitions (M&A) space. With activity high across the board, including multiple bidders attempting to take over Insignia Financial, Prendeville…
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In the first episode of the SMSF Adviser Show for 2025, hosts Keith Ford and Aaron Dunn take a look at the hot topics that will impact the SMSF space in the new year. The pair discuss the upcoming federal election, which is set to dominate the outlook for the first half of the year, as a range of measures related to SMSF advice hang in the balance …
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In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be learned from 2024 as attention turns to what markets will do in the new year. The strong share market returns of 2024 may not quite be repeated in 2025, but Oliver believes it is stil…
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Spoken (by a human) version of this article. Public AI audit reports aren't universally required; they mainly apply to high-risk applications and/or specific jurisdictions. The push for transparency primarily concerns independent audits, not internal reviews. Prepare by implementing ethical AI practices and conducting regular reviews. Note: High-ri…
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For our latest Event Impact Assessment, our team of skilled analysts reviewed Naspers and Prosus half-year results for FY25. 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 inform…
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Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward joins us on today’s program to talk about the biggest challenges in driving personal banking experiences, and what the landscape between legac…
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Spoken by a human version of this article. Knowing the basics of substantive testing vs. controls testing can help you determine if the review will meet your needs. Substantive testing directly identifies errors or unfairness, while controls testing evaluates governance effectiveness. The results/conclusions are different. Understanding these diffe…
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Could cryptocurrency be the key to bridging financial gaps? Can it create a more inclusive global economy?Digital assets like stablecoins and blockchain technology are reshaping how we think about money. Their potential to level the financial playing field is becoming clearer. In today’s episode of the Tearsheet podcast, I sit down with Lisa Nestor…
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In today’s episode, we're diving into a quirky, yet powerful secret to brand success: rhyming. We've all heard those catchy jingles and slogans—"Beanz Meanz Heinz" or "Once you pop, you can't stop!"—but why do they stick with us? Is there more magic to a rhyme than we realise?Richard Shotton and Alex Thompson dug into this very question, and the sc…
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Στο 32ο επεισόδιο του podcast μας, "Κατανοώντας τις Ταμειακές Ροές: Μειώστε Έξοδα με Στρατηγικές Προπληρωμών και Πίστωσης", ο συνιδρυτής της AFS και έμπειρος οικονομικός σύμβουλος, Νίκος Καραμάνος, αναλύει τις τεχνικές και στρατηγικές διαχείρισης ταμειακών ροών που μπορούν να βοηθήσουν τις επιχειρήσεις να μειώσουν τα λειτουργικά τους έξοδα. Εξηγεί …
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What if the financial hurdles of running an e-commerce business — like cash flow struggles, banking complexities, and sales tax headaches — could be simplified into one seamless platform? In today’s episode of the Tearsheet podcast, our guest Vikram Anreddy, head of product for financial services at Shopify, addresses just that. He discusses how th…
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Στο 31ο επεισόδιο του podcast μας, "Πως το Business Plan επηρεάζει την πορεία ανάπτυξης μιας επιχείρησης;”, ο οικονομικός σύμβουλος και συνιδρυτής της AFS, Νίκος Καραμάνος, εξετάζει την κρίσιμη σημασία ενός καλά δομημένου business plan. Συζητά πώς ένας προσεκτικός σχεδιασμός μπορεί να χρησιμεύσει ως εργαλείο πρόβλεψης και διαχείρισης των προκλήσεων…
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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,…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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