show episodes
 
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
 
Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
 
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
 
Join Morning Brew to get the unexpected business story behind everything! Journalist Nora Ali and comedian Scott Rogowsky bring you conversations with creators, thinkers, and innovators who can tell you what it all means, and why you should care. Episodes drop every Monday and Thursday.
 
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Moody's Talks - Focus on Finance

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Moody's Talks - Focus on Finance

Moody's Investors Service, Ana Arsov, Danielle Reed, Mark Wasden, Bruno Baretta, Donald Robertson

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Hosted by Danielle Reed of Moody's Financial Institutions team, Focus on Finance helps you keep on top of developments within the banking, insurance and asset management sectors — from the impact of tech disrupters and cyber risk to the ongoing effects of ESG and lower-for-longer interest rates. Published by Moody's Investors Service.
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
 
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Podcas ...
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
Rewind this mixtape of investing made easy by hearing from top financial experts, CEO's, influencers and ordinary South African's who continue to own the market. No jargon, no complications. Just a cool guide to investing. Disclaimer: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaus ...
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
Welcome to Your Retirement Blueprint, a podcast by 210 Financial where we help you invest in your financial future by identifying where you stand now, evaluating how well you're protected, and discovering where you need to go. Join Phil Cooper, Founder of 210 Financial, and Kendall Stahl, Advisor & Partner at 210 Financial, for biweekly conversations to help you navigate finances in today's world. // 210 Financial is an independent financial services firm that utilizes a variety of investmen ...
 
Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor, Jason Bates, Sarah Kocianski and Ross Gallagher and joined weekly by a range of fantastic guests, they discuss the latest news, developments, and trends within the industry. On Fintech Insider Insights, they speak to subject matter experts for deep dives on APIs, AI, digital banking, and all oth ...
 
A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 
If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
 
David Adams, CFP®, CPA is a financial advisor & radio host in Nashville, TN. As President of David Adams Wealth Group, LLC, David is committed to the financial well-being of his clients - Helping them to live well & retire, too. Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. David Adams Wealth Group is not a broker/dealer & is independent of Raymond James. Conten ...
 
Financial services marketing needs a jolt! We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together. The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.
 
Learn the financial habits, hacks, and attitudes of people in the Middle East to help you better manage your financial wellbeing. COMPLIANCE DISCLAIMERSarwa is regulated by the ADGM financial services regulatory authority FSRA and DFSA. All examples are for illustrative purposes only, and not intended as one-on-one financial advice. Please keep in mind that past performance is no guarantee of future results. Additionally, investors are encouraged to do their own research and due diligence. A ...
 
Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualifi ...
 
An important & very necessary spotlight on the business impact of digital regulation from JWG. As an independent global think-tank our aim is to stimulate holistic debate about the approach to financial services supervision.
 
Mint Business News is a daily podcast in which Mint Journalist, Gopika Gopakumar, brings to you all the action from the global markets and the business world for you to kick start your day on a well-informed note. She also, brings to you a special segment, Business Term of the Day for you to brush up on your knowledge of the Business World. This is a Mint production, brought to you by HT Smartcast
 
Cowen, Inc. is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing, commission management services and actively managed alternative investment products. Cowen focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the Company is headquartered in New York and has offices worldwide. Learn more at Cowen.com Disclosures: http://bit.ly/3 ...
 
Providing high quality capacity building programs for financial supervisors and regulators to build more stable and inclusive financial systems. Toronto Centre is an independent not-for-profit organization that promotes financial stability and access to financial services globally, particularly in emerging markets and developing countries. www.torontocentre.org What financial supervisors and regulators do every day has a ripple effect that cascades across government, NGOs, and the private se ...
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
 
Welcome to FEMpower You, a series designed to help women gain financial literacy and confidence. Hosted by Sibongile Ngako, a Harvard-educated Financial tech compliance executive leveraging her expertise and background to help empower women both professionally and personally. Sibongile has 20 years of financial services experience specializing in compliance and risk management. She was the 2017 GRBC Spectrum Award Winner for sustained exemplary performance and commitment. Currently, Sibongil ...
 
WealthWise Moments hosted by Loreen Gilbert, President of WealthWise Financial Services, is an on-air program of two-minute segments. These easy-to-digest snapshots are designed to educate listeners in financial, wealth and business topics we encounter in today’s world. The listener will be informed and enlightened with topics such as leasing vs buying a new, investing in art, and preparing for retirement travel.
 
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show series
 
If an adviser or firm is looking for a cash flow boost they often look for remortgage leads. By some, it’s seen as quicker and easier business so naturally, they want to get more leads in.I wish it was dead simple to get in some cheap, easy, quality remortgage leads but unfortunately, it isn’t.You're up against public perception (of whether they ne…
 
Within the next two years, 4 billion people will be using digital wallets and the global mobile payments market size is expected to hit US$5.5 billion by 2024. EP2 of The Future of Financial Services explores how increasing mobile penetration, the notoriously high numbers of under- and unbanked individuals, and rapid development in the fintech spac…
 
Our expert hosts, Benjamin Ensor, is joined by some great guests to ask: “how do we make financial services LGBTQ inclusive?” To mark this year’s Pride month, but also hopefully creating a conversation relevant at any time, we’re asking: what issues has the LGBTQ community faced and continues to face when it comes to financial services? What soluti…
 
“For every project initiative, I create a strategy with an optimal outcome in mind—whether customer experience or operational efficiency—before moving on to successful execution.” Padma Chukka It's in Padma’s nature to question the status quo, because she values efficiency. Don't you? It started at the beginning of her career as a software engineer…
 
Apple is moving into consumer finance with buy now, pay later. Will they be the first tech company to become a bank? Plus, Coca-Cola has outperformed the S&P 500 so far this year. Another boost for the stock? It's partnered Jack Daniels to sell the classic Jack-and-Coke cocktail in a can. Join our host Lavinia Tan and Syfe's Director of Investment …
 
Ryan Townsley is the founder of Town Capital, an independent RIA based in Bel Air, Maryland, that oversees nearly $50 million in AUM for 65 client households. After spending the first 15 years of his career as a nuclear power plant supervisor, Ryan then transitioned to become a financial advisor that quickly grew to nearly $50M of AUM in under 4 ye…
 
What in the market is going on right now?! With the cost of transport and construction jumping up, it’s time to have a chat about what’s going on with the economy and share market at the moment. Kate shares her journey into home-ownership, Monique shares her favourite money savings tip (hint: it involves burgers) and Owen cost-benefit analysis for …
 
Recorded on 06/22/22Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. This episode features John Kernan, Cowen Senior Research Analyst for Retail and Consumer Brands, discussing the state of the consumer along with trends in the supply chain, commo…
 
Scott shares some big news! Then, Nora and Scott chat with Mike Kirban, the co-founder and CEO of Vita Coco, the world’s largest coconut water company. Mike reveals how Vita Coco won the coconut water wars, and shares marketing strategies and tips on how to connect with consumers in an authentic way. Plus: Why he rejected an acquisition offer from …
 
Welcome to The Chopping Block! Crypto insiders Haseeb Qureshi, Tom Schmidt, and Tarun Chitra chop it up about the latest news in the digital asset industry. In this episode, Taylor Monahan, matriarch of Metamask, joins the show to discuss the contagion of major crypto firms, the bear market, SBF saving crypto, and much more! Show topics: The import…
 
Today we learned that "Vorfreude" is the German word for pleasant anticipation. Fitting, as we always look forward to hearing from you! And of course, we've been looking forward to having Lee and Kara back to revisit some company culture tips. Finally, we'll leave you with a little more Rule Breaking Vorfreude at the end of the show!…
 
Episode 377: Fear & Greed move the stock market on a daily basis. The cycle can be illustrated on a stock chart by observing retracement along levels of support and resistance. Currently the S&P 500 is hitting its first resistance level since the bottom on June 16. “Get Back Sellers” are exiting the Market.Sign up for free ALERTs & Market Commentar…
 
In the week's episode, we discuss business, leadership, and work-life balance. Maggie Periton knows a thing or two about finding the balance point between obligations of work and those of daily life. This week she shares some of her expert tips with us. To connect with Maggie visit her website: https://stairwaytoleadership.com/ **Sibongile Ngako is…
 
Yulia Wan and Sean Hung discuss the implications for financial institutions of China's policy focus on financial stability. Plus, Eugene Tarzimanov and Yaroslav Sovgyra discuss how inflation will affect banks in emerging economies. Guests: Yulia Wan, Vice President – Senior Analyst, Financial Institutions Group, Moody’s Investors Service; Sean Hung…
 
Warren Buffett’s all-time favourite investment is one that flies under the radar: A small, slow-growing candy company called See’s Candies. According to a Bloomberg report, rental prices for private properties in Singapore have risen by 20% to 40% on average. Lastly, Fortune 500 company 3M could potentially face billions in legal costs over defecti…
 
Tiffany Grant is the creator and host of the Money Talk With Tiff podcast. Tiffany holds an MBA, AFC, and SHRM-CP. After a successful career in HR, she decided to turn her attention to her main passion: helping others achieve financial literacy. She founded her podcast, began running a finance blog, and started leading workshops to help others reac…
 
Sanctions are not nearly as effective as they could be. JWG assembled an all-star panel to discuss the current difficulties by the public and private sectors and how RegTech could help. The speakers shared insights on how a new body could act as the ‘Interpol for sanctions’ and work collaboratively across public and private sectors. For more backgr…
 
We are joined by Cozy Wittman, Education and Partnership Manager at College Inside Track. She speaks nationally about college search and educates families, financial advisors and other professionals who work with families on the college process. Website: https://collegeinsidetrack.com/ Email: cwittman@collegeinsidetrack.com LinkedIn: https://www.li…
 
Our guest on the podcast today is real estate expert and author Ilyce Glink. Ilyce writes a nationally syndicated column on real estate matters, and she’s written more than a dozen books on real estate and home buying, including 100 Questions Every First-Time Homebuyer Should Ask, which is now in its fourth edition. She’s also a regular contributor…
 
As the novel coronavirus surfaced in Wuhan in 2019, Chinese officials called for mobile isolation wards. Haier Group partnered with suppliers to design and construct units quickly, thanks to the openness of the leading manufacturer’s digital platforms. Unlike Haier, many companies have tightly regulated, siloed platforms. Georgetown Professor Kasra…
 
Jennifer Murray is the owner and founder of Stonebridge Financial Advisors, an independent RIA based out of New Jersey that oversees $100 million of assets under management for 50 families. After experiencing the personal tragedy of losing her husband to cancer, Jennifer built a practice that specializes in recent widows, intentionally working with…
 
Shaun Maguire and Michelle Bailhe, partners at Sequoia, discuss their long term view and thesis about crypto, what do they look for to invest in a crypto project, the takeaways from the blowup of Terra, the insolvency of crypto companies, and much more. Show highlights: what is Sequoia’s long term view and thesis about the crypto industry how diffe…
 
Feeling a bit lazy about digging into the stock markets but you know that you want to invest? You’re not alone at all. Allow us to introduce Thando Ndlovu to you. She is a financial freedom content creator based in Bali, Indonesia with aspirations to inspire communities and individuals alike. The international traveller takes us on a personal journ…
 
Everyday investors, such as you and I, are able to open up investment accounts rather quickly in today’s day and age. But what about churches? Should churches invest in the stock market? Are they able to have investment accounts? Also, is if it is ethical, wise, or financially responsible for churches to have investment accounts? These are some of …
 
This episode was originally recorded and published in September 2021 for the Tribe when things, and by things I mean our pension funds and our investments were saving. They were on the upward curve having recovered from a recent downturn. It’s amazing how short our memories are when it comes to these things. I’m resharing it now for two reasons: It…
 
Millennials have proved themselves to be enthusiastic equity investors, particularly over the past two years. Some dip their toes into cryptocurrency. Their parents on the other hand focused on real estate and gold, for most of their lives. Mint's Neil Borate speaks to Siddhanth Jain and Viraj Vora of Blue Fort Financial to explore this question.…
 
Our expert hosts, David M. Brear and Sim Rai, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Ron Shevlin, Chief Research Officer, Cornerstone Advisors Tayga Baltacıoğlu, CEO, Debite Douglas Soltys, Editor-in-Chief, BetaKit With soundclips fo…
 
That’s where a Retirement Advisor Northville services come in. A Retirement Advisor is a financial professional who can help you plan for retirement by considering your unique circumstances and goals. Official Website: https://fsgnorthville.com/ Financial Strategies Group, Inc. Address: 41000 W Seven Mile Rd #211, Northville, MI 48167, United State…
 
Retirement Advisors should have a degree in finance or a related field, and they must have a registration with the Securities and Exchange Commission (SEC). Official Website: https://fsgnorthville.com/ Financial Strategies Group, Inc. Address: 41000 W Seven Mile Rd #211, Northville, MI 48167, United States Phone: 12487352444 Find Us On Google Maps:…
 
Nora and Scott chat with Anna Fabrega who was recently appointed CEO of Freshly, the leading fresh, chef-prepared meal delivery service in the U.S. She offers insight into brand/marketing strategies, distribution, e-commerce, physical retail and tech. For more info on our presenting sponsor, check out grayscale.com/businesscasual Hosts: Nora Ali & …
 
Social Security, how it works with taxes, and how to deliver value in that area are all things Devin Carroll knows all about. A financial advisor and the host of a YouTube channel with an emphasis on Social Security, Devin joins the show today to share key value items and important parts of Social Security where you can step in to clarify, correct,…
 
Gabriela Ariana Campoverde sits down with Steve Fredette, President, Co-founder and a Director of Toast. Toast is an all-in-one point-of-sale and restaurant management platform for businesses in the food service and hospitality space. Since its inception in 2011 it has helped clients delight their guests, do what they love and thrive.In this episod…
 
Ready to make the most of your tax return in 2022? Never fear, because in this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about 10 expert tax rules & tips you should know in 2022. Jacob covers record keeping, getting tax advice, home office deductions, concessional tax contr…
 
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