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Вміст надано The ifa Show and Momentum Media. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The ifa Show and Momentum Media або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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The rise of the self-licensed adviser
Manage episode 387909560 series 2512387
Вміст надано The ifa Show and Momentum Media. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The ifa Show and Momentum Media або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Eugene Ardino, chief executive officer at Lifespan Financial Planning, and Tony Mantineo, head of Lifespan Partnership, to discuss the rise of self-licensed advisers. Mr Ardino and Mr Mantineo explain some of the factors behind the increase in the number of advisers that are opting for self-licensing and the scale of the change, as well as how Lifespan works with advisers wanting to strike out on their own.
Listen as they discuss:
- The responsibilities and workload associated with running your own AFSL.
- How the trend of mergers and acquisitions within the advice industry is impacting the move to self-licensing.
- The importance of community and networking for advisers.
261 епізодів
Поширити
Manage episode 387909560 series 2512387
Вміст надано The ifa Show and Momentum Media. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The ifa Show and Momentum Media або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Eugene Ardino, chief executive officer at Lifespan Financial Planning, and Tony Mantineo, head of Lifespan Partnership, to discuss the rise of self-licensed advisers. Mr Ardino and Mr Mantineo explain some of the factors behind the increase in the number of advisers that are opting for self-licensing and the scale of the change, as well as how Lifespan works with advisers wanting to strike out on their own.
Listen as they discuss:
- The responsibilities and workload associated with running your own AFSL.
- How the trend of mergers and acquisitions within the advice industry is impacting the move to self-licensing.
- The importance of community and networking for advisers.
261 епізодів
Kaikki jaksot
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Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.
Схожі до The ifa Show
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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continue reading
Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
Переходьте в офлайн за допомогою програми Player FM !
