In this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has actually been like for financial advisers over this past year. So, is it doing what it says on the tin?By IFA Magazine

In our second special episode of Galaxy Brains, recorded at Bitcoin 2024 in Nashville, Alex Thorn sits down with Steven Lubka, Head of Swan Private. Steven shares insights into the current dynamics of Bitcoin investment among high-net-worth individuals and institutions. With Swan, Steven discusses the increasingly sophisticated understanding and in…

In this special episode of Galaxy Brains, recorded at Bitcoin 2024 in Nashville, Alex Thorn chats with Harry Sudock, Chief Strategy Officer at GRIID (griid.com). Highlighting the historical and cultural significance of hosting the Bitcoin conference in Nashville, Harry discusses the impact of Bitcoin’s growing public presence and its acceptance int…

We discuss the effect of Joe Biden’s decision not to stand for re-election and throw his support behind vice-president Kamala Harris. What does the move mean for the race? And what does that mean for investors as we head towards November’s vote? Joining the show are Tom McLoughlin, UBS senior fixed income strategist, and David Lefkowitz, UBS head o…

Alex Thorn talks with David Bailey, founder and CEO of BTC Inc (Bitcoin Magazine) about the Bitcoin 2024 conference in Nashville. Alex also talks with Beimnet Abebe (Galaxy Trading) about markets. This episode was recorded on Wednesday, July 17, 2024. ++ Follow us on Twitter, @glxyresearch, and read our research at www.galaxy.com/research/ to learn…

In this Inside Scoop episode, we dive into the results of a recent survey commissioned by Sensormatic and conducted by LPM. Retail LP practitioners from around the country completed a survey to determine what the current attitude towards EAS tags is. Are they a thing of the past? Or do they remain part of an effective overall shrink program? Listen…

On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general. To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.…

We look ahead at H2 2024 and, more specifically, towards November’s US presidential election. With the US deciding its next leader, AI continuing to advance and interest rates likely to be cut, there is much for investors to focus on as they consider their options this year and beyond. Looking ahead for us on the show are Kiran Ganesh, Dominic Schn…

We look ahead at H2 2024 and, more specifically, towards November’s US presidential election. With the US deciding its next leader, AI continuing to advance and interest rates likely to be cut, there is much for investors to focus on as they consider their options this year and beyond. Looking ahead for us on the show are Kiran Ganesh, Dominic Schn…

Alex Thorn talks to River founder and CEO Alex Leishman about building a bitcoin-only brokerage, building your own custody and wallet, operating on the Lightning Network at scale, and trends and topics in Bitcoin development. Alex also talks with Beimnet Abebe (Galaxy Trading) about markets. This episode was recorded on Wednesday, June 27, 2024. ++…

This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A). More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their …

The UBS Global Wealth Report has been at the forefront of insights into household wealth for 15 years and has become a key reference point for all those interested in trends shaping wealth across the world. Featuring analysis from UBS Global Wealth Management chief economist Paul Donovan and Economist Samuel Adams.…

Alex Thorn talks with GK8 co-founder and CEO Lior Lamesh about institutional custody, cybersecurity, and tokenization. This episode was recorded on Wednesday, June 18, 2024. ++ Follow us on Twitter, @glxyresearch, and read our research at www.galaxy.com/research/ to learn more! This podcast, and the information contained herein, has been provided t…

This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.…

This is the 30th edition of the UBS Reserve Management Seminar, one of the most authoritative depictions of official reserve-management activities available. This iteration includes the views of some 40 central banks, covering geopolitics, currencies, asset allocation and, this year, reform of financial infrastructure. With Massimiliano Castelli an…

Alex Thorn talks with Jason Urban, head of trading at Galaxy, about market developments, the maturation of the crypto industry, and what Galaxy would be like if commodities were still exchanged in the Chicago trading pits. Alex also talks with Beimnet Abebe (Galaxy Trading) about markets. This episode was recorded on Wednesday, June 26, 2024. ++ Fo…

Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients. So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, …

In this episode of LPM's Inside Scoop Podcast, Stefanie Hoover chats with industry veteran Mike Marquis. Mike spent many years in senior leadership positions in retail LP and always knew it was a numbers game. In fact, he became adept at pulling the numbers together to support programs and SOPs. If you're curious about why cost vs. retail is import…

Like other game-changing technologies before it, artificial intelligence is expected to unleash new wealth creation, resource reallocation and societal change. But the precise forms that this will take – and at what speed – is difficult to predict. Richard Mylles, the author of a new UBS Sustainability and Impact Institute report on the theme, join…

In this podcast, LP Magazine continues its Inside Scoop series with Stefanie Hoover and Craig Skzlany from Sensormatic, who discuss self-checkout. What are retailers doing to address the rampant theft at the SCO? Are they closing them down or testing other methods to reduce theft and shrink? Listen in as Craig and Stefanie give us the scoop on the …

Alex Thorn talks with Chris Rhine (Galaxy Asset Management) about his liquid crypto funds, the possible impact of Ethereum ETFs, what it’s like advising the FTX estate, and much more. Alex also talks with Beimnet Abebe (Galaxy Trading) about markets. This episode was recorded on Wednesday, June 26, 2024. ++ Follow us on Twitter, @glxyresearch, and …

Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advic…

The UK goes to the polls on 4 July for a hotly anticipated general election. With manifestos being published and the usual media circus in full flow, we take a look at some of the key economic questions that are dominating the agenda ahead of the decisive day at the ballot boxes. With Anna Titareva, Jason Napier and Zachary Gauge of UBS.…

The UK goes to the polls on 4 July for a hotly anticipated general election. With manifestos being published and the usual media circus in full flow, we take a look at some of the key economic questions that are dominating the agenda ahead of the decisive day at the ballot boxes. With Anna Titareva, Jason Napier and Zachary Gauge of UBS. See omnyst…

Alex Thorn talks with Mike Dudas (6th Man Ventures) about his investments in Solana memecoin tech, his views on Washington politics, and what really happened at The Block after FTX. Alex also talks with Beimnet Abebe (Galaxy Trading) about markets. This episode was recorded on Wednesday, June 19, 2024. ++ Follow us on Twitter, @glxyresearch, and re…

Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organi…

Today’s agrifood industry produces enough calories to feed the global population but it creates negative externalities across the climate, nature and health sectors. Global sustainability goals have changed what crops the agrifood industry grows and how. Such dynamics leave the sector structurally unprepared to deliver on these goals. However, depl…

Alex Thorn talks with notorious, hilarious, and insightful Crypto Twitter personality Gwart about bitcoin, the usefulness of blockchains, and whether tokens really have value. Alex also talks with Beimnet Abebe (Galaxy Trading) about CPI, the FOMC meeting, and markets. This episode was recorded on Wednesday, June 12, 2024. ++ Follow us on Twitter, …

On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group. Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not onl…

The director of Art Basel in Basel, Maike Cruse, joins us to reveal how the fair is celebrating 30 years of collaboration with global lead partner UBS. Together they commissioned artist Petrit Halilaj who has created a special installation for the façade of the former Hotel Merian. Plus: UBS Group CMO John McDonald explains why the bank’s partnersh…

The director of Art Basel in Basel, Maike Cruse, joins us to reveal how the fair is celebrating 30 years of collaboration with global lead partner UBS. Together they commissioned artist Petrit Halilaj who has created a special installation for the façade of the former Hotel Merian. Plus: UBS Group CMO John McDonald explains why the bank’s partnersh…

Alex Thorn talks with Nic Carter (Castle Island Ventures) about stablecoins, how artificial intelligence is bigger and more disruptive than everyone believes, Consensus 2024 in Austin, and Nic’s budding karate career. Alex also talks with Beimnet Abebe (Galaxy Trading) about markets. This episode was recorded on Wednesday, June 4, 2024. ++ Follow u…

Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry …

This special edition recorded at the UBS Asian Investment Conference in Hong Kong features a selection of fascinating conversations and insights we recorded at our Monocle pop-up studio at the Four Seasons. Featuring Professor Paul Romer, Naomi Schiff, Vivian Siu, Dr Jordan Nguyen, Dr Amy Kruse, Martin Yule and Richard Schellbach.…

This special edition recorded at the UBS Asian Investment Conference in Hong Kong features a selection of fascinating conversations and insights we recorded at our Monocle pop-up studio at the Four Seasons. Featuring Professor Paul Romer, Naomi Schiff, Vivian Siu, Dr Jordan Nguyen, Dr Amy Kruse, Martin Yule and Richard Schellbach. See omnystudio.co…

Alex Thorn talks about the shift in crypto politics, persistent inflation, and Ethereum ETPs. This episode was recorded on Wednesday, May 29, 2024. ++ Follow us on Twitter, @glxyresearch, and read our research at www.galaxy.com/research/ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Ho…