#271 Lisa Greensill – Transcript
Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks …
Leading ideas and
research from the
``industry’s best
#25 Edden Kift – Transcript
Edden is the Head of Business Solutions (South Africa) at PortfolioMetrix. He and Louis discuss the two-way trusting …
ESG Portfolios Series #2 – Transcript
In this episode we talk about the adviser’s approach to discussing ESG investing with their clients.
ESG Portfolios Series #5 – Transcript
In this final installment we focus in on bonds vs equities, and the different asset classes of ESG …
ESG Portfolios Series #4 – Transcript
In this episode we talk about the changing climate of climate change, and how “impact investing” can affect …
ESG Portfolios Series #3 – Transcript
In this episode we deep dive into the impact and social change of ESG investing, as well as …
ESG Portfolios Series #1 – Transcript
In this episode we discuss the market demand and dynamics of ESG Advice.
#270 Nellie Fung – Transcript
Nellie is a Values Based Financial Adviser and Director at O’Brien Accountants & Advisors. She joins Fraser to …
The value of financial planning for the working middle class with Felix Neoh – Transcript
In this episode, Gwen chats with Felix Neoh, Director of Finwealth Management in Malaysia. Felix discusses the misconceptions …
22 NOV 21 – Monday Market Highlights – Transcript
Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat’s FY21 result, Woodside Petroleum, CBA’s …
