Navigating investing in times of conflict

Navigating investing in times of conflict

MOMENTUM MEDIAMOMENTUM MEDIA

Up next

How financial advice firms can boost efficiency without losing sight of clients

In this episode of the ifa Show, host Keith Ford speaks with Shannon Freney of Direct Wealth about practical ways financial advice firms can improve efficiency without compromising client outcomes. Freney explains why firms should treat efficiency as part of an ongoing process, w ...  Show more

 . 39min 45sec
From silos to strategy: Managing intergenerational wealth effectively

In this episode of the ifa Show, host Keith Ford speaks with Dwayne Fernandes, senior financial adviser and partner at Principal Edge, about the complex realities of intergenerational wealth transfer for high‑net‑worth families and why a multi-disciplinary team is so important fo ...  Show more

 . 40min 16sec

Recommended Episodes

What is Really Going on with ESG ft Sandra Vera-Munoz
The Finance & Accounting Show

What is happening regarding ESG (Environmental Safety & Governance)?  In this episode, we decided to go to one of the leading research institutes on ESG and speak with Dr. Sandra Vera-Munoz.  This award-winning professor has been consistently recognized and published in respected ...  Show more

 . 36min 42sec
The Tax Factor – Episode 47 - A new Prime Minister, a new Chancellor and a new Government - so what now?
BRave Business and The Tax Factor

A special post-Election episode recorded the morning of 5 July. Nimesh Shah and Heather Self share their post-Election analysis and discuss the potential implications of the new Government's policies.See omnystudio.com/listener for privacy information. 

 . 25min 33sec
Where are we one year on from consumer duty?
FTAdviser Podcast

Amy Austin, News Editor at FTAdviser, discusses how the industry has found consumer duty a year after it was introduced with Mark Pittaccio, business consultant and behavioural economist at Quilter Financial Planning, Dan Scholey, COO of Moneyhub and Victor Sacks, IFA at VS Assoc ...  Show more

 . 41min 55sec
Office Hours: What’s Going On in the Retail Sector, The Future of AI-driven Mental Health Care, and How Can I Help My Child to Become a Great Storyteller?
The Prof G Pod with Scott Galloway

Scott gives his thoughts on the current state of the retail industry, specifically how they can reevaluate their investments in technology. He then speaks about how AI is impacting the mental health space. He wraps up with a discussion on storytelling. Music: https://www.davidcut ...  Show more

 . 23min 26sec