Adviser 3.0: The Podcast

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

10 Followers

87 Episodes

10
Followers

87
Episodes

Category: Investing
Last Update: 2024-07-04
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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.

71	Ep 17 – Owen Walker delves into the details of his book Built on a Lie, that takes a deep dive into the Woodford scandal, including the FCA loophole which enabled Woodford... 2021-09-08	Play	Download
72	Ep 16 – Ola Abdul on the creation of Fundment, unpacking the £10m fundraising process, and the big news about Timeline’s partnership with Fundment… 2021-08-11	Play	Download
73	Ep 15 - Bella Caridade-Ferreira, founder of Fundscape, gives Abraham the details about why she built the firm, Finscape - her joint venture with Altus, and much more… 2021-07-28	Play	Download
74	Ep 14 – Sean Hagerty, Managing Director of Vanguard Europe, discusses the 10th anniversary of LifeStrategy Funds, the driver behind Vanguard’s foray into financial advice and what’s to come... 2021-07-14	Play	Download
75	Ep 13 – Rowena Crawford discusses her work at the Institute for Fiscal Studies, her recent whitepaper on retirement saving, and her most significant research revelation… 2021-06-30	Play	Download
76	Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m… 2021-06-16	Play	Download
77	BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline. 2021-06-02	Play	Download
78	Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model 2021-05-19	Play	Download
79	Ep 9 – David Ferguson, founder and chief executive of Nucleus, gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future. 2021-05-05	Play	Download
80	Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong! 2021-04-21	Play	Download

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