PODCAST · business
How Investing is Evolving
by Stuart Holdsworth
In the How Investing is Evolving podcast, we discuss regulatory and consumer trends to help those responsible for their firm's investment propositions to create what best works for both their clients, and their business.
Episodes
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Episode 10 - How Investment Management is Evolving
In this month's episode of How Investing Is Evolving Stuart sits down with Martin Franc, CEO of Invesco Australia. Martin brings a wealth of knowledge to the podcast this month, and they discuss how past initiatives and events have brought the industry to where it is, and more significantly…
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Episode 9 - The Reality of Portfolio Operations At Scale
Have you ever wondered what the difference is between the investment operations of running big funds vs running investment portfolios for 100,000+ of different clients? In this episode of How Investing is Evolving I sit down with Graham Lennon who has over two decades in running fund and…
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Episode 8 - Guiding Techniques
As many of us know, investing rarely stands alone. It's usually part of somebody's financial plan or financial journey. In this episode Stuart sits down Paul Feeney, founder of Otivo where they discuss the evolving process of financial advice, financial coaching and the personal financial…
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Episode 7 - Turning the Tables
In this month's episode of the How Investing Is Evolving podcast, we turn the tables and have business coach and entrepreneur Mark Falzon interviews Stuart Holdsworth. Stuart shares his perspective gained over the past 30 years on the evolution of society and the wealth management industry, and…
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Episode 6 - From Alpha to Alignment with Andrew Doherty
In this episode of How Investing is Evolving Stuart sits down with Andrew Doherty of AssureInvest who shares how investment consultants can boost the capabilities of investment advisory firms to help them deliver excellent investment services true to what they believe, without the overhead of an...
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Episode 5 - Tomorrow's Super with Wes Hall
On this episode of How Investing Is Evolving, Stuart sits down with Wes Hall, founder, and CEO of TOMORROW Super to discuss the evolution of retirement savings in Australia. In Australia, the retirement savings pool is approximately $3 trillion in a system we call superannuation. It's undergone...
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Episode 4 - Going Independent with David Leon
On this episode of How Investing Is Evolving, Stuart sits down with David Leon one of the founders of Stellan Capital to talk about the journey of going independent and bringing customer centric service models to the business of financial advice, and the implications of regulatory changes brought...
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Episode 3 - The Human Side of Supporting On-Line Investing with Arnie Selvarajah
On this episode of How Investing is Evolving Stuart sits down with Arnie Selvarajah the CEO of Bell Direct to discuss online broking and why the team at Bell Direct are witnessing in the attitude of current investors and how he steers his team to support them in todays markets conditions.
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Episode 2 - What is Value in the Eyes of The Consumer with Jonathan Coles
One of the things that is very common when putting together investment propositions is the definition of value in an industry that delivers a lot of intangibles. What is value in investments? What do people assess apart from price when reviewing competing investment propositions? Stuart discusses...
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Episode 1 - From Product Distribution to Customer Success with Rich Arnold
Stuarts first guest is the exceptionally informative Rich Arnold. Rich brings 40 years strategic, corporate and M&A experience in the wealth management industry in both Australia and USA and shares his wisdom on the growth of the wealth management industry into what it is today. INVESTED…
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Welcome to How Investing is Evolving podcast
As a provider of investment solutions, it's really common for you to want to deliver an investment proposition that you are proud of, with satisfied clients and is good for your business. The problem is that to achieve that level of client satisfaction often involves personalising the experience…
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Frequently Asked Questions
How many episodes does How Investing is Evolving have?
How Investing is Evolving currently has 11 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is How Investing is Evolving about?
In the How Investing is Evolving podcast, we discuss regulatory and consumer trends to help those responsible for their firm's investment propositions to create what best works for both their clients, and their business.
How often does How Investing is Evolving release new episodes?
How Investing is Evolving has 11 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to How Investing is Evolving?
You can listen to How Investing is Evolving on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts How Investing is Evolving?
How Investing is Evolving is created and hosted by Stuart Holdsworth.
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