show episodes
 
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.
 
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.
 
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
 
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.
 
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 ...
 
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.
 
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 ...
 
Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals in life. New episodes are published every Friday, featuring expert interviews and practical tips for making the most of your money. Your host for Informed Choice Radio is Martin Bamford; a Chartered Financial Planner, Fellow of the Personal Finance Society and personal finance author. Contact Martin at martin@icfp.co.uk with any comments or questions. You can find show notes and archived e ...
 
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 ...
 
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
 
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.
 
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.
 
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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.
 
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Moody's Talks - Focus on Finance

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Moody's Talks - Focus on Finance

Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson

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Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
 
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 ...
 
Emerging risks. Evolving customer expectations. Cutting-edge technology. The insurance industry is awash with change, and becoming future-ready requires striking a balance. And what are the best ways to find the balance? Insurance Insights, a podcast from Capgemini Financial Services, takes a look through the lens of leading industry experts. In every episode, we will explore how the insurance industry can navigate its way forward and in turn, transform challenges into opportunities.
 
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.
 
This is Banking, Payments & Wealth Spotlight, a podcast from Capgemini Financial Services. These industries are continuously transforming through technology-enabled innovation to meet customers’ evolving needs. In every episode, we look through the lens of leading experts and shine a spotlight on key topics and trends in these fast-paced industries.
 
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 ...
 
Who exactly are the thought leaders in the $18-billion-plus linen, uniform and facility services industry? This podcast aims to shine a light on this industry’s more than 200,000 employees through thought-provoking interviews with industry insiders and business experts on issues critical to your company and workforce. Most Americans might not realize it, but they benefit at least once per week from the cleanliness and safety of laundered, reusable linens, uniforms, towels, mats and other pro ...
 
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 ...
 
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
 
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.
 
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.
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
ClearVista Financial's Mark Trice, Matthew Boudreaux, and Jesse Hamilton address financial topics and strategies based on Biblical principles. www.clearvistafinancial.com Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
 
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show series
 
Graham Wilson from tracker hub returns to let us know the progress of his software that brings advisers, introducers and business together.Trackerhub is a unique fast-track portal for referrals and personal cases. We've only heard great things about it from our clients that use it.To learn more about Graham and Trackerhub then tune in!…
 
Our guest this week is Greg Council, Vice President of Marketing and Product Management at Parascript. Parascript is a smaller AI vendor in the financial services space, and they do a lot in document search and discovery and other kinds of NLP-oriented processes. In this episode, Greg gives an in-depth description of the manual methods to cash a ch…
 
The new year is almost here and now is the time to create financial goals to help you get on track and set yourself up for a more financially stable future. Sometimes getting your finances organized can be a daunting task, but by setting a few yearly goals, it can be easier than you think. Start the year off right by getting started these five fina…
 
Our guest on the podcast today is Dan Egan. Egan is the director of behavioral finance and investing at Betterment, and he has researched behavioral finance topics extensively over his career. Prior to joining Betterment, he was a behavioral finance specialist for Barclays Wealth. He received his bachelor's degree in economics from Boston Universit…
 
Credit card offers abound right now, going after 3 target markets. Learn if you’re in their sights and how the game is played, to better protect your finances. / Do you wait until after you’ve left a restaurant, hotel or resort to leave a review - or post while there? What happened to one hapless reviewer provides a cautionary tale for all… Ask Cla…
 
Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join us to discuss the importance of Social Security knowledge in financial and retirement planning. We'll hear their thoughts on what financial planners should…
 
When was the last time you really took a sustained break from work? No emails. No calls. No taking care of that one little thing. For most of us — particularly in the United States -- it's been too long. As we head into the end-of-year holidays, we asked University of Texas psychology professor Art Markman and Cornell University associate professor…
 
Some of the biggest names in the crypto industry discuss their personal giving philosophies, how blockchain technology could change the dynamics of giving to charity, and which crypto projects are making a lasting real-world impact. Guests include Haseeb Qureshi, managing partner at Dragonfly Capital; Caroline Ellison, co-CEO of Alameda Research; a…
 
Join Financial Advisor Tim Russell, CFP® and Rev. Drew Gysi as they discuss Life Insurance, Long Term Care Insurance, and whether or not you might need it. See the show notes here! Learn more at: StewardologyPodcast.com Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review Get in touch with us at: Contact@StewardologyPodcast.com…
 
How margin investing is actually gambling - borrowing against stocks in order to buy more stocks - a huge profit center for brokerages. Clark explains how this plays, and where the danger lies. // Clark Howard - Deal Hunter, has click & collect and delivery experiences that speak to big retail competition with Amazon - and wins for consumers. Ask C…
 
Hi, It is a sad state of affairs when we have to rely on individual authors and thinkers publishing books and articles, in order to help the youth of today to develop financial wisdom. Yet, here we are! Despite sounding very negative, I was delighted to speak with such a thinker and author, Will Rainey (former Pensions Actuary!). In our conversatio…
 
In the commodities super cycle that has emerged out of the COVID-19 pandemic, few resources have seen as much volatility as liquified natural gas (LNG). From record lows to record highs in less than 18 months, LNG’s ups and downs are perhaps rivalled only by crude oil, whose 300% plunge to -$40 a barrel in April 2020 is one for the history books, a…
 
Anirudh Singh sits down with Rohit Mittal, co-founder and CEO of Stilt. They discuss the difficulties Rohit faced when looking to rent an apartment in New York City, why United States immigrants are an underserved but creditworthy population, and how Stilt has approached solving this problem. Rohit Mittal:Rohit Mittal is the co-founder and CEO of S…
 
Some financial advisors magnetize clients. Every day, they get new LinkedIn messages, emails and phone calls from people who want to work with them. But most advisors struggle to get more clients. They chase down lukewarm prospects and rarely get a yes. If that’s you, don’t worry—a single factor can take you from constant rejection to prospects hit…
 
Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions. This month we cover a great range of questions covering hyperinflation, the pros and cons of margin loans, whether to buy S&P 500 ETFs on the ASX or US markets, the value of using DRPs when you only have a small investmen…
 
Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. / Clark’s thoughts on the new COVID variant, the economy and travel. Clark Stinks and Ask Clark topics include: 7 Things to Know Before You Buy Travel Insurance / Storage Unit Insurance: What Is It and What Does It Cover? \\ Want more money advice? Sign up for Clar…
 
In this episode of The Advice Show, New Model Adviser reporter Nicola Blackburn talks to Daniel Martin, creator of TikTok, Instagram and Twitter platforms @dantalksmoney. The NMA top 35 NextGen adviser shares his insights into the financial values of Gen Z and discusses how to bridge the financial literacy gap among young people.…
 
Ryan Zurrer, founder of Dialectic, a crypto wealth multi-family office, discusses his recent $29 million purchase of Beeple’s Human One and his experience at Art Basel in Miami, along with his thoughts on the NFT space in general. Show highlights: what Human One is and why Ryan purchased it how Ryan and Beeple’s personal relationship factored into …
 
How much “new” innovation is simply a less-bad version of what we already have? There’s no need to reinvent the wheel, but improvements that let it roll more smoothly are always welcome. Interjecting options for customers to choose is one thing, but expecting to force their choice is another. Have you asked the customer what they want? Hear what th…
 
The typical electric bill will be 5% higher this winter. For those using natural gas, bills are expected to be up 25 - 35% depending on location - propane even more. Clark has several suggestions to help you save. / Every time there’s a runup in home prices, people tend to take out equity. That practice is up 33% over last year. Why Clark believes …
 
This episode of The Australian Finance Podcast features a review of the Vanguard Diversified High Growth ETF (ASX:VDHG). Kate and Owen cover how VDHG works, how investors might use it in their portfolio and their thoughts on using it long-term. Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team. This episode …
 
Every business owner wants to increase their profit margins. One way to do that is by reducing your personal taxes. Today’s guest shares with you a key method to reducing or eliminating your personal taxes without replacing your CPA. Joining Tersh Blisset for this episode is Mark Myers, founder/CEO of Peak Profit Solutions. Tune in as Mark gives yo…
 
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. So today, we will be discussing some general scenarios where your advisor may be dropping the ball. If your advisor is hyper-focusing on investments and not the details of your overall plan it may be time to rethink your relati…
 
In This Episode Listen as Breaking Banks delivers more insights from Money 2020 when JP Nicols interviews Curt Queyrouze, CEO & President, TAB Bank. TAB has a unique origin story offering banking services to a highly specialized community. They were doing “mobile banking” before it was a thing. Next, Roger Gu, Co-Founder, GM of Cards and Rebecca Sh…
 
Can a realtor, a business advisor, or a financial advisor NOT act in your best interest? Unfortunately, the answer is sometimes yes. In this show we explore a recent real estate deal gone sour. A man sold his property for $4 million and then less than 24 hours later it was resold for $7 million. What can we learn from this and how do you know if yo…
 
In this episode Gary discusses what you should be doing to generate leads, clients and sales on social media during this time of a pandemic. He believes that the methods and principles that he followed back when he started would not work today and in this show he discusses the steps on how to do lead generation on social media in a modern way. What…
 
How is the trust services sector positioning itself to serve the next generation of wealth clients? On the latest episode of the ABA Banking Journal Podcast — sponsored by ServiceLink — Franckline Casimir-Benoit discusses trends trust professionals are navigating, including complex tax changes, state law trends, growing investor demand for ESG inve…
 
Survey Says: The number 1 type identity theft is credit card fraud. Clark smart strategies to protect your wallet when holiday shopping online. // The concert business has been in turmoil since the pandemic began. Events were postponed overwhelmingly to avoid the paying of refunds. Meet a ticket seller with better options. \\ Ask Clark topics inclu…
 
The home services market is a crowded space. With many companies trying to secure and maintain their foothold, what can you do to make sure your business is noticed? You build and market your brand, of course! In this episode, Tersh Blissett interviews Dan Antonelli and Evan Hoffman, two masters in marketing and sales. Dan and Evan discuss marketin…
 
Dominic Simpson and Neal Epstein of the Asset Management team discuss prospects for global asset managers in 2022, as the global economic recovery and demand for alternative and ESG investments drive industry growth. Meanwhile, Ceres Lisboa, Ashraf Madani and Eugene Tarzimanov of the Banking team explore how emerging markets banks will benefit from…
 
Employees love their 401(k)s, but love can be blind. These plans are riddled with traps, restrictions and caveats that are not apparent until you attempt to access your money out of the plan. Retirement savers need to open their eyes to some serious flaws built into these accounts. A 401(k) is a type of employer-sponsored retirement savings plan ut…
 
Gabriela Ariana Campoverde sits down with Harshul Sanghi, Founder and Global Head of Amex Ventures. Harshul has over thirty years of operating experience, and for the past 10 years has led the venture arm of American Express and oversees global investment activity across the company. To date, Amex Ventures has invested in 80+ companies and has offi…
 
It’s rare that I bring a man on the show, but Jason Fladlien has unique expertise in blockchain and cryptocurrency that needs to be shared — especially for skeptics. The founder and CSO of Rapid Crush, Inc., Jason is best known for being the $100 million webinar man. Like most people, he also used to be skeptical of crypto until he really started l…
 
Martine Wells, a partner at Brownstein Hyatt Farber Schreck LLP, gives an update on the status of the U.S. Occupational Safety & Health Administration’s (OSHA) Emergency Temporary Standard for COVID-19 vaccinations. Wells will explain and clarify the regulation, outline the steps for compliance and discuss its impact on the linen, uniform and facil…
 
Clark gets into the nitty gritty of doing laundry & the best detergent buys. Consumer Reports ratings are in - how to get more for less. // We pay more for medical care in the U.S. than the rest of the world with less to show for it. Hospital systems buy up competitors and practices to reduce competition. There’s a counter move going on. How CVS, W…
 
In this episode, we're joined by Boston Private's Chief Investment Officer Shannon Saccocia, CFA®, CIMA®. She shares with us her observations on how the COVID-19 pandemic has affected consumers and her asset allocation, and the impact of digital experience and technology on consumer behavior and how we invest. We also hear her thoughts on interest …
 
Debbie Cohen and Kate Roeske-Zummer, cofounders of HumanityWorks, are sounding an alarm bell for employee retention. Record numbers of people are quitting their jobs due to burnout and better opportunities. Those resignations leave their former colleagues burdened with even more work and a sense of despair. Cohen and Roeske-Zummer argue that employ…
 
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