Adviser 3.0: The Podcast

https://anchor.fm/s/41f55cbc/podcast/rss

10 Followers

86 Episodes

10
Followers

86
Episodes

Category: Investing
Last Update: 2024-06-19
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The Adviser 3.0 Podcast (formally Retirementals) is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.

41	Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker 2023-01-11	Play	Download
42	Ep 45 - Ed Moisson, author of 'The Economics of Fund Management' chats to Abraham about his book, covering the investment management industry, mutual funds in the UK and US, and much more! 2022-12-21	Play	Download
43	Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more. 2022-12-09	Play	Download
44	Ep 43 - Roderic joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market. 2022-11-23	Play	Download
45	Ep 42 - Abraham is joined by the reputable Ruth Handcock, having an insightful chat on the setup of Octopus and where it all started, investing to change the world, parenting in the workplace & more! 2022-11-02	Play	Download
46	Ep 41 - The formidable Ruth Sturkey joins Abraham discussing her journey from The Red House to merging with Paradigm Norton, and her new role at the Institute for Financial Wellbeing, and much more! 2022-10-19	Play	Download
47	Ep 40 - Chanelle Pattinson joins Abraham for an energetic chat on the ‘Finfluencer’, how social media is bridging the intergenerational gap, obstacles women face in finance and much more! 2022-10-05	Play	Download
48	Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more! 2022-09-14	Play	Download
49	Ep 38 - Paulo Costa discusses his latest research on Human vs. Robo-advice, discussing the investors view towards the advice market, how robo-advice is changing the outlook for advisers and more! 2022-09-02	Play	Download
50	Ep 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more! 2022-08-03	Play	Download

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