Investment Podcast #28 - New Age of Ethical Investing

Investment Podcast #28 - New Age of Ethical I...

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AdviceTech Podcast #156 - Finura Group & Advice Designer

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-51390001 0.25 Client Care & Practice 0.25 Professionalism and Ethics 0.25 Technical Competence This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applicat ...  عرض المزيد

#519 Matt Hale

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120223-22240001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Professionalism and Ethics Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managin ...  عرض المزيد