What 2025 will have in store for platforms

“At the very point where people need advice, they walk away from it”. This was a stark point made by Gillian Hepburn, head of UK adviser solutions and sales for Vanguard, on the latest episode of Tea with the FTA.Speaking to co-hosts Vanessa Barnes, founder of Hannay Wealth, and ...  Show more

Companies that fail to get the culture right will fail to hire the right candidates to help the business grow and succeed, according to Jenny Segal, founder of Speaking with Images.Segal, a former actuary and asset management salesperson who has now authored several books, said i ...  Show more

Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI's role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over dra ...  Show more

Did David DeWolf's bold 2024 AI predictions hold up? And what's next for AI in 2025? Join Courtney Baker, Knownwell CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao as they recap last year's forecasts and dive into fresh predictions for the future of AI. Fr ...

Courtney Reagan and the Investment Committee discuss the first trading day of 2025 and what’s to come for stocks and your money. Plus, Josh Brown says this Joe Terranova name is shaping up to be one of the best stocks in the market. And later, the desk discusses the travel tra ...

Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, @SoftwareDefTalk) discuss the top stories in Cloud and AI from June 2025.

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SHOW TRANSCRIPT: <a href='https://docs.google.com/document/d/113CXeMqa88h_p0_8a-me4HY1m7ux7nVr7es-DOhqrxw/e ...