The Financial Innovations Podcast with Host Daniel Villani’s Post

Our CEO, H. Adam Holt, was on the Mitlin Financial, Inc® Money Mindset podcast with Larry Sprung to talk all things Asset-Map, how visualization can help you understand complex financial plans, and more! Check out the full episode 👇 https://hubs.li/Q02HgP4s0

In this episode of the #FinTechLinker podcast, our Partnership Manager, John Fuggles, reflects on the CCH® Tagetik inTouch 2024 Global User Conference. He shares key insights and discusses what to expect at future events like the upcoming CCH Tagetik inTouch Series. Tune in to get a sense of the exciting trends and discussions that are shaping the future of finance. Register here: https://hubs.li/Q02Q53Tj0 #VantagePoint #CCHTagetik #FinanceTransformation #InTouchEvent #FinTechLinker #FutureOfFinance

In financial services, differentiation is key to success, so many financial advisors are left wondering how to stand out in the crowd. For some, telling their stories via video, podcasts, and well-designed websites helps accomplish that. But how—and where—to start? In this episode of The Deep Dive, host Jay Hummel talks with media expert Paul Herdtner of Avra Group Consulting on how to get a content plan off the ground. https://lnkd.in/eGdKvEQE

What a Tease! 😉 With the ever-changing financial landscape, what does the future hold for financial advisors? 💡 In the latest episode of The Advisor Mentorship Podcast, I had a great conversation with the COO of Simplicity Group Kenneth McGee II about the changing landscape of our industry and the exciting opportunities ahead Ken shared his thoughts on why it's important to align with organizations that are investing in the future, leading into a discussion about the recently announced recapitalization at Simplicity This prompted a very important question at the end about ownership 😲 If you're curious for Ken’s answer, click the links below to tune into the full conversation! 🎧

When it comes to your money, simple beats complex. From the challenges of market timing and personal biases to practical steps investors can take to avoid common mistakes, Peter Mallouk and Bloomberg’s At the Money podcast host Barry Ritholtz share an insightful conversation about keeping it simple.

Check out this podcast on corporate bonds and fixed income from CreditSights

Great fun in Sydney recording the Ensombl podcast with Clayton Daniel today. We chatted about: ✅ How critical it is for advisers to measure the intangible benefits they give to clients ✅ How thinking about clients’ motivations differently can make sure your message really strikes a chord ✅ …and shared a little mutual appreciation for the work Andy Hart - Financial Adviser is doing too…! #humansandmoney #financialadvice

From our view, as business owners continue to digest the tightening valuation multiples over the past two years and investors continue to feel pressure to return capital, 2024 is likely to see an improved, albeit measured, approach to dealmaking in 2024. LPs will hold more sway, founders will be more realistic, and the highest quality businesses will continue to garner the most attention. Ron Kahn continues this conversation with Jocelyn Lewis and Chris Sparenberg on S&P Global Market Intelligence's Private Markets 360 podcast, which highlights how Lincoln International’s Private Market Index offers unique insights to dealmakers on evolving valuations and market dynamics:

Neil Younger and Matt Brown join the Ensombl Engine Room Podcast to unpack what motivates them, what successful business models have in common, how the AMP strategic alliance will fit, and what role Entireti will play in bringing it all together. "How do we get a better outcome for clients and a better outcome for business profitability?", Matt Brown. This question drives the conversation as they discuss how these partnerships fit into the broader Entireti community. Its a fascinating conversation which you can listen to here: @https://lnkd.in/gpYzXYPe: Fortnum | Personal Financial Services

How do #capitalmarkets work? In our latest podcast episode, SIFMA's Ken Bentsen and Katie Kolchin explain their core functions and the role of financial institutions in facilitating access to capital for businesses, governments, and more🎙️https://bit.ly/3YsM7ig This podcast is based on the Capital Markets Primer by SIFMA Insights, the first in a series of primers that explore the inner workings of capital markets, breaking down important technical and regulatory nuances. You can download them all here: https://bit.ly/4dLeI73