# financial services (audio feeds) — RSS Amplifier Recent posts from the 6 feeds in the RSS Amplifier directory that cover financial services. Page: Feed: --- ## [AI at scale: navigating autonomy, trust and regulation - S8E7](https://share.transistor.fm/s/b3bad32b) _2026-07-28 · PwC UK · Risk & Regulation Rundown_ In this episode, host Tessa Norman is joined by Leigh Bates, PwC’s Global Risk AI Leader, and Lilia Christofi, PwC’s EMEA Financial Services Data, AI and Tech Leader, to explore how financial services firms and regulators should respond as AI adoption accelerates and systems become more autonomous. Against the backdrop of the FCA-commissioned Mills Review and the Financial Services AI Adoption… [Listen](https://media.transistor.fm/b3bad32b/6d441982.mp3) ## [Energy Transition Series - Project Financing BESS: Comparing the UK market to emerging debt structures in Continental Europe](https://sutherlandasbill.libsyn.com/energy-transition-series-project-financing-bess-comparing-the-uk-market-to-emerging-debt-structures-in-continental-europe) _2026-07-28 · Eversheds Sutherland - Legal Insights_ Our Energy Transition Series continues to bring you leading global content to support your energy transition journey. During this session we explored the financing landscape for battery energy storage systems (BESS) projects across the UK and Continental Europe. Key trends from the discussion included BESS remains one of the most attractive energy transition asset classes, with investors and… [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/Energy_Transition_Series_-_Project_Financing_BESS_-_Comparing_the_UK_market_to_emerging_debt_structures_in_Continental_Europe.mp3?dest-id=134812) ## [How Banks Are Redefining Speed, Risk, and Customer Experience](https://soundcloud.com/user-454147362-36519742/how-banks-are-redefining-speed) _2026-07-21 · ProSight Banking Strategies_ In this sponsored episode of the ProSight Banking Strategies Podcast, Moody’s banking industry practice lead Chris Stanley discusses why the future of banking depends on delivering faster, more accurate financing and risk decisions without sacrificing safety. He explores how AI, data modernization, and integrated risk signals are helping banks break down silos, improve customer experiences, and… [Listen](https://feeds.soundcloud.com/stream/2365375004-user-454147362-36519742-how-banks-are-redefining-speed.mp3) ## [PROPcast 2026 - Episode 6 | The End of Retentions - Preparing for the Commercial Payments Bill](https://sutherlandasbill.libsyn.com/propcast-2026-episode-6-the-end-of-retentions-preparing-for-the-commercial-payments-bill) _2026-07-17 · Eversheds Sutherland - Legal Insights_ The Government's newly published Commercial Payments Bill marks a watershed moment for the UK construction industry. With a phased ban on retention payments, tighter final payment deadlines and significant changes to payment mechanisms, the legislation is set to fundamentally reshape how parties manage cash flow, risk and security in construction contracts. In this PROPcast, Lauren Morrison and… [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/PROPcast_2026_-_Episode_6_-_The_End_of_Retentions_-_Preparing_for_the_Commercial_Payments_Bill.mp3?dest-id=134812) ## [The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces](https://transparencypodcast.blubrry.net/2026/07/15/the-healthy-advisor-whats-driving-advisor-wellbeing-with-michael-kitces/) _2026-07-15 · Healthy Advisor_ Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_MichaelKitces_Audio.mp3) ## [Private credit at an inflection point - growth, risk and regulatory scrutiny S8E6](https://share.transistor.fm/s/1b193d99) _2026-06-30 · PwC UK · Risk & Regulation Rundown_ In this episode, host Tessa Norman is joined by Sajan Shah, PwC Director specialising in private credit, and Conor MacManus, PwC Managing Director, to explore the rapid growth of private credit and what it means for firms across financial services. Our guests unpack how the private credit market is evolving, the drivers behind its growth, and the opportunities it presents. The discussion also… [Listen](https://media.transistor.fm/1b193d99/7904d2f6.mp3) ## [Fighting Smarter Fraud: Learning to Navigate an AI-Driven Threat Landscape](https://soundcloud.com/user-454147362-36519742/fighting-smarter-fraud) _2026-06-25 · ProSight Banking Strategies_ As fraudsters harness AI to automate and personalize attacks, financial institutions face a rapidly evolving threat landscape. This episode of the ProSight Banking Strategies podcast explores how banks can respond with layered defenses, smarter analytics, and disciplined governance. [Listen](https://feeds.soundcloud.com/stream/2346415937-user-454147362-36519742-fighting-smarter-fraud.mp3) ## [The Healthy Advisor: Carolyn Armitage on Childhood Trauma and Psilocybin Therapy](https://transparencypodcast.blubrry.net/2026/06/22/the-healthy-advisor-carolyn-armitage-on-childhood-trauma-and-psilocybin-therapy/) _2026-06-22 · Healthy Advisor_ Carolyn Armitage spent decades building a career in wealth management while privately carrying the emotional effects of childhood trauma. For years, she compartmentalized those experiences, believing she could simply push through them while focusing on work, achievement and daily life. After an emotional breaking point following her mother’s funeral, Carolyn began exploring deeper forms of… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-CAROLYN_ARMITAGE-AUDIO.mp3) ## [Through the Inquisitors Lens: Series 2, episode 4: Can inquiries and inquests balance transparency with handling classified information?](https://sutherlandasbill.libsyn.com/through-the-inquisitors-lens-series-2-episode-4-can-inquiries-and-inquests-balance-transparency-with-handling-classified-information) _2026-06-17 · Eversheds Sutherland - Legal Insights_ In this episode, Angharad Hurle is joined by Rory Phillips KC to discuss the practicalities of handling confidential and sensitive material in processes that are designed to operate transparently. Together, they explore: The tension between transparency and the need to protect sensitive or classified information The legal and procedural tools available to manage confidentiality in inquiries and… [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/through-the-inquisitors-lens-3-16-audio.mp3?dest-id=134812) ## [Thinking Outside the Checkbox: Optimizing Compliance for a Complex Environment](https://soundcloud.com/user-454147362-36519742/thinking-outside-the-checkbox) _2026-06-16 · ProSight Banking Strategies_ In this episode of the ProSight Banking Strategies podcast, ProSight’s Product Manager for Risk and Compliance Amy Repp and Product Manager for its Policy Manager Solution Chris Boersma break down findings from the 2026 Compliance Outlook Survey. They discuss how an easing of federal regulation is part of a larger, complex compliance landscape. They explore how banks and credit unions are… [Listen](https://feeds.soundcloud.com/stream/2340586469-user-454147362-36519742-thinking-outside-the-checkbox.mp3) ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/cmc7T7bmKgjQ) _2026-06-16 · **Sponsored**_ Earn rewards when a friend signs up for the Graphite Business Card ## [PROPcast 2026 - Episode 5 | Upwards-Only Rent Reviews - Latest FAQs on the Proposed Ban](https://sutherlandasbill.libsyn.com/propcast-2026-episode-5-upwards-only-rent-reviews-latest-faqs-on-the-proposed-ban) _2026-06-11 · Eversheds Sutherland - Legal Insights_ With potential reform on the horizon, what does the proposed ban on upwards-only rent reviews mean in practice? In this PROPcast, we explore the legal and practical considerations arising from the proposals, offering practical insight into the issues landlords, investors and occupiers should be considering now. [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/propcast-2026-episode-5-7-audio.mp3?dest-id=134812) ## [More Teammate Than Technology: How Agentic AI Will Transform Banking](https://soundcloud.com/user-454147362-36519742/more-teammate-than-technology) _2026-06-09 · ProSight Banking Strategies_ In this episode of the ProSight Banking Strategies podcast, Lindsay Soergel explores how financial institutions can move beyond viewing AI as a tool and instead embrace it as a true “digital teammate,” reshaping workflows, leadership, and organizational culture. The conversation highlights why the real value of AI lies in amplifying human capability—unlocking faster performance, better customer… [Listen](https://feeds.soundcloud.com/stream/2336209082-user-454147362-36519742-more-teammate-than-technology.mp3) ## [The Expansion of State-Level Regulation—and What It Means for Compliance](https://soundcloud.com/user-454147362-36519742/the-expansion-of-state-level) _2026-06-02 · ProSight Banking Strategies_ This episode explores how U.S. states are taking a more active role in financial services regulation as federal oversight shifts, creating a complex and evolving patchwork of rules for banks and credit unions. Lynne Johnston of Huron shares practical strategies for navigating this environment, from simplifying compliance approaches to building better monitoring and early-warning systems. [Listen](https://feeds.soundcloud.com/stream/2332268939-user-454147362-36519742-the-expansion-of-state-level.mp3) ## [Gen X: The Quiet Force Behind Banking Opportunities](https://soundcloud.com/user-454147362-36519742/gen-x-the-quiet-force-behind) _2026-06-02 · ProSight Banking Strategies_ In this sponsored episode, experts from Jack Henry and Nuuvia unpack why Generation X—often overlooked between larger cohorts—is actually a critically important segment in banking today, serving as the financial “bridge” between aging parents and younger generations. They explore how Gen X’s pressures—managing peak earning years alongside caregiving responsibilities, retirement concerns, and… [Listen](https://feeds.soundcloud.com/stream/2332205711-user-454147362-36519742-gen-x-the-quiet-force-behind.mp3) ## [Failure Analysis: How Banks Can Turn Adversity Into Advantage](https://soundcloud.com/user-454147362-36519742/failure-analysis-how-banks-can) _2026-05-28 · ProSight Banking Strategies_ Failure isn’t just something to avoid—it’s something to study. This episode dives into how banks can turn past adversity into a competitive edge through structured analysis, better decision-making, and a shift from reactive to proactive risk management. [Listen](https://feeds.soundcloud.com/stream/2328971021-user-454147362-36519742-failure-analysis-how-banks-can.mp3) ## How to reduce your tax burden when selling an RIA firm _2026-05-26 · Bank on Wipfli_ In this episode of Bank on Wipfli, host Robert Zondag sits down with Dan Pastron and Cory Vargo, tax partners at Wipfli, to discuss how registered investment advisors can structure the sale of their firm to maximize after-tax value. Together, they explore critical tax and structuring considerations for RIA transactions, including: The impact of legal entity structure — asset vs. stock sales, and… [Listen](https://www.buzzsprout.com/2434709/episodes/19160032-how-to-reduce-your-tax-burden-when-selling-an-ria-firm.mp3) ## [The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen](https://transparencypodcast.blubrry.net/2026/05/20/the-healthy-advisor-when-pressure-setbacks-and-life-transitions-collide-with-terri-kallsen/) _2026-05-20 · Healthy Advisor_ Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-TERRI-KALLSEN-MASTERED.mp3) ## [Winning-and Keeping-Gen Z Customers](https://soundcloud.com/user-454147362-36519742/winning-and-keeping-gen-z) _2026-05-18 · ProSight Banking Strategies_ Gen Z is rapidly reshaping the future of banking, bringing digital-first expectations, evolving loyalty patterns, and a growing reliance on AI-driven financial tools. In this episode, we explore how banks and credit unions can meet these changing demands—while staying relevant, trusted, and competitive in a fast-moving landscape. [Listen](https://feeds.soundcloud.com/stream/2323122425-user-454147362-36519742-winning-and-keeping-gen-z.mp3) ## [PROPcast 2026 Episode 4: Cyber Security in Real Estate - Managing Digital Risk in Smart Buildings](https://sutherlandasbill.libsyn.com/propcast-2026-episode-4-cyber-security-in-real-estate-managing-digital-risk-in-smart-buildings) _2026-05-14 · Eversheds Sutherland - Legal Insights_ As buildings become smarter and more digitally connected, cyber security is fast becoming a critical real estate risk. This session, we explore where responsibility for cyber security in real estate really sits, and what buyers, tenants and lenders should be asking to understand a building's cyber resilience. [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/propcast-episode-4-cyber-security-10-audio.mp3?dest-id=134812) ## [Energy Transition Series: Unlocking Capital Pathways for the Energy Transition](https://sutherlandasbill.libsyn.com/energy-transition-series-unlocking-capital-pathways-for-the-energy-transition) _2026-05-13 · Eversheds Sutherland - Legal Insights_ Our Energy Transition Series continues to bring you leading global content to support your energy transition journey. During this session, focussed on unlocking capital pathways for the energy transition, we discussed how investors can access energy and infrastructure opportunities more effectively, current capital flows across risk profiles and what this signals for future allocations, the scale… [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/energy-transition-series-3-10-audio.mp3?dest-id=134812) ## [Install Manifest V3 Extension (Sponsored)](https://crawlproof.com/a/Iap5Dds38R0U) _2026-05-13 · **Sponsored**_ Get this Manifest V3 extension from the official TronBrowser Store listing. ## [Unlocking tokenisation: regulation, adoption and the future of financial markets S8E5](https://share.transistor.fm/s/d76de712) _2026-05-08 · PwC UK · Risk & Regulation Rundown_ In this episode, host Tessa Norman is joined by Laura Talvitie, PwC Digital Assets Regulatory Lead, and James Moseley, PwC Banking Partner and Digital Assets UK Lead, to explore the next phase of tokenisation across financial services. Our guests unpack the UK’s evolving regulatory landscape, growing market momentum, and the shift from experimentation to live use cases. The discussion explores how… [Listen](https://media.transistor.fm/d76de712/67d611c9.mp3) ## [Through the inquisitor's lens - Series 2, episode 3: What are the challenges in navigating data in Inquiries and Inquests?](https://sutherlandasbill.libsyn.com/through-the-inquisitors-lens-series-2-episode-4-what-are-the-challenges-in-navigating-data-in-inquiries-and-inquests) _2026-05-06 · Eversheds Sutherland - Legal Insights_ Join Charlotte Belcher (Senior Associate, Eversheds Sutherland), Paul Mertens (Barrister, Pump Court Chambers) and Shona Love (Barrister, Pump Court Chambers) as they discuss legal basis for Inquiries and Inquests to request information from participants and the challenges which can arise in the disclosure of information in those processes. [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/Through_the_inquisitors_lens_Series_2_episode_4.mp3?dest-id=134812) ## [The Labor Exchange: The UK Employment Rights Act 2025 - New access rights](https://sutherlandasbill.libsyn.com/the-labor-exchange-the-uk-employment-rights-act-2025-new-access-rights) _2026-04-28 · Eversheds Sutherland - Legal Insights_ Trade unions do not currently have a general right to access workplaces. In October 2026, the Employment Rights Act 2025 changes this by introducing a statutory right of access, both physically and digitally, for the purposes of meeting, supporting, representing, recruiting, or organising workers, and facilitating collective bargaining (but not for organising industrial action). [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/The_Labor_Exchange_-_The_UK_Employment_Rights_Act_2025_-_New_access_rights.mp3?dest-id=134812) ## Building strong compliance programs _2026-04-27 · Bank on Wipfli_ In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management, including: The role of outsourced and fractional compliance support , and how institutions can leverage outside expertise to fill gaps,… [Listen](https://www.buzzsprout.com/2434709/episodes/18970970-building-strong-compliance-programs.mp3) ## [Rethinking sustainability reporting – exploring the final UK SRS S8E4](https://share.transistor.fm/s/7c5f4dde) _2026-04-27 · PwC UK · Risk & Regulation Rundown_ In this episode, we explore the UK’s final Sustainability Reporting Standards (UK SRS) and what they mean for listed companies and the wider financial services sector. Guest host and PwC Director Andrew Strange is joined by ISSB Board Member Richard Barker and PwC’s Gemma Jones (Sustainability Director, Insurance and Asset & Wealth Management) to discuss what the UK SRS mean in practice, how they… [Listen](https://media.transistor.fm/7c5f4dde/a75b9a57.mp3) ## [The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore](https://transparencypodcast.blubrry.net/2026/04/22/the-healthy-advisor-viewing-cancer-as-an-opportunity-not-a-fight-with-rj-moore/) _2026-04-22 · Healthy Advisor_ Throughout his career, RJ Moore has led some of the largest wealth management firms in the industry through challenging times. He’s held CEO positions at Cetera Financial Group, Legal & General Investment Management America, and ABN AMRO La Salle Bank. He’s also the former president of LPL Financial. But perhaps his biggest challenge came during the summer 2023, when he was diagnosed with Stage IV… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-RJ-MOORE-AUDIO-MASTERED.mp3) ## [PROPcast 2026 - Episode 3 | Contractual Controls Reform: What landowners and developers need to know](https://sutherlandasbill.libsyn.com/propcast-2026-episode-3-contractual-controls-reform-what-landowners-and-developers-need-to-know) _2026-04-15 · Eversheds Sutherland - Legal Insights_ [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/propcast-2026-episode-3-8-audio.mp3?dest-id=134812) ## [Through the inquisitor's lens – Series 2, Episode 2: What might the Public Office (Accountability) Bill mean for your organisation](https://sutherlandasbill.libsyn.com/through-the-inquisitors-lens-series-2-episode-2-what-might-the-public-office-accountability-bill-mean-for-your-organisation) _2026-03-30 · Eversheds Sutherland - Legal Insights_ In this episode, Angharad Hurle, Legal Director at Eversheds Sutherland, is joined by Emma Gargitter from Red Lion Chambers to unpack the real-world implications of this significant piece of legislation. Together, they explore: ✅ Who the Public Office (Accountability) Bill is most likely to impact ✅ How organisations can prepare proactively for its potential implementation ✅ The practical steps… [Listen](https://traffic.libsyn.com/secure/sutherlandasbill/through-the-inquisitors-lens-1-10-audio.mp3?dest-id=134812) ## [The Instant Payments Decision: Choosing a Strategy in a Fragmented Faster‑Payments World](https://soundcloud.com/user-454147362-36519742/the-instant-payments-decision) _2026-03-27 · ProSight Banking Strategies_ In this episode of the ProSight Banking Strategies Podcast, Frank Devlin speaks with Mark Majeske, SVP of Faster Payments at Alacriti, about the rapid evolution of instant payments in the U.S. banking system. They explore where real-time payments stand today, comparing RTP and FedNow adoption, usage patterns, and growth prospects. Majeske explains why customer expectations—such as 24/7 access,… [Listen](https://feeds.soundcloud.com/stream/2291679452-user-454147362-36519742-the-instant-payments-decision.mp3) ## [Targeted Support: the start of a new advice era S8E3](https://share.transistor.fm/s/3f089bfd) _2026-03-19 · PwC UK · Risk & Regulation Rundown_ Host Tessa Norman is joined by PwC Directors Andrew Strange and Ian Ody to unpack how targeted support will impact consumers and firms, and how it fits into the FCA’s wider agenda to improve consumer outcomes and expand retail participation in capital markets. Our expert guests discuss the strategic choices firms face, from identifying use cases and customer segments, to navigating conduct risks… [Listen](https://media.transistor.fm/3f089bfd/38e38cc9.mp3) ## [Your 24/7 AI Media Buyer (Sponsored)](https://crawlproof.com/a/yNYF1dyz2OQE) _2026-03-19 · **Sponsored**_ Finds placement, geo, and funnel leaks and proposes fixes you approve ## [The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins](https://transparencypodcast.blubrry.net/2026/03/18/the-healthy-advisor-turning-loss-into-purpose-with-jamie-hopkins/) _2026-03-18 · Healthy Advisor_ This month, Jamie Hopkins’ new book, “Your Retirement Sketchbook,” co-written by Bonnie Treichel, hits bookstores, and a lot of advisors know Hopkins as a retirement planning expert. Less known is his own personal story, which includes the passing of his father in a job-site accident when he was 8 years old. “This has impacted so many things in my life—my desire to be a dad, a sense I would die… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-JAMIE-HOPKINS-AUDIO-MASTERED.mp3) ## [Optimising the UK prudential framework: Basel 3.1 and beyond S8E2](https://share.transistor.fm/s/4a01a725) _2026-02-19 · PwC UK · Risk & Regulation Rundown_ In this episode, host Tessa Norman is joined by PwC Partner Michael Snapes and Director Stefanie Aspden from PwC’s Banking Financial Risk practice, to unpack recent developments across the UK banking prudential framework. With the PRA recently finalising Basel 3.1 rules, and a wider set of changes spanning MREL, IRB model approvals and the Strong and Simple (SDDT) regime, our guests explore how… [Listen](https://media.transistor.fm/4a01a725/dd7fc44a.mp3) ## [The Healthy Advisor: The Toll of Caregiving with Melissa Caro](https://transparencypodcast.blubrry.net/2026/02/18/the-healthy-advisor-the-toll-of-caregiving-with-melissa-caro/) _2026-02-18 · Healthy Advisor_ In 2018, Melissa Caro’s perfectly healthy 72-year-old mother was suddenly diagnosed with stage 4 lung cancer, and within 24 hours she became her sole caregiver, her financial planner, her life coach and her healthcare advocate. At the same time, her 87-year-old stepdad was falling apart and spiraling into dementia, and her husband was in the hospital with severe back problems. As a Type A… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA-MELISSA-CARO-MASTERED.mp3) ## [No time to lose: Reasserting UK leadership in financial and related professional services S8E1](https://share.transistor.fm/s/fe6fb7a8) _2026-01-26 · PwC UK · Risk & Regulation Rundown_ The UK’s financial and related professional services industry is at a critical juncture. With global competition intensifying and technology reshaping markets, standing still is no longer an option. In this episode, host Tessa Norman is joined by Miles Celic OBE, Chief Executive of TheCityUK, and Darren Ketteringham, PwC UK’s Financial Services Leader, to discuss insights from a new PwC and… [Listen](https://media.transistor.fm/fe6fb7a8/8fdb012e.mp3) ## [The Healthy Advisor: Taking Control of Your Finances with Bridget Venus Grimes](https://transparencypodcast.blubrry.net/2026/01/21/the-healthy-advisor-taking-control-of-your-finances-with-bridget-venus-grimes/) _2026-01-21 · Healthy Advisor_ After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other women do the same, taking control of their finances, finding community and redefining success on their own terms. In this episode of The Healthy Advisor, host Diana Britton sits down with Grimes, president of WealthChoice and co-founder of Equita… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_BridgetVenusGrimes.mp3) ## E5 The "D" Word: Why Delegation Still Dominates the Funds Manco Agenda _2026-01-05 · Aquest Podcast_ The latest episode of The Aquest Podcast is now live, and we are diving deep into one of the most discussed topics in the funds industry: Delegation. In this season finale, my regular co-host Dáire Lawlor joins me to unpack the complexities of delegation and outsourcing. We explore the frequently asked questions that continue to surface for fund management companies, providing clarity on the… [Listen](https://pinecast.com/listen/caa94014-fb98-4505-8a7c-30622cabb439.mp3?source=rss&ext=asset.mp3) ## How will wealth management change in 2026? _2025-12-30 · Bank on Wipfli_ How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli’s Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships — plus how wealth management advisory firms are adapting to keep up. Listen for a rundown on… [Listen](https://www.buzzsprout.com/2434709/episodes/18326750-how-will-wealth-management-change-in-2026.mp3) ## [Solvent exit planning – what insurers need to know S7E9](https://share.transistor.fm/s/26cb163e) _2025-12-18 · PwC UK · Risk & Regulation Rundown_ With the PRA’s PS20/24 rules requiring UK insurers to complete their first Solvent Exit Analysis by June 2026, this episode breaks down what solvent exit planning means in practice. Guest host and PwC Director Pete Thomas speaks with Directors Sarah Watson and James Cameron, and PwC’s Global Insurance Regulatory Leader Carlos Montalvo to explore: how the new regime fits within the UK’s evolving… [Listen](https://media.transistor.fm/26cb163e/90f75fdf.mp3) ## [The Healthy Advisor: An Unexpected Stroke and the Way Forward With Mark Singer](https://transparencypodcast.blubrry.net/2025/12/17/the-healthy-advisor-an-unexpected-stroke-and-the-way-forward-with-mark-singer/) _2025-12-17 · Healthy Advisor_ For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—running three businesses, exercising, playing golf, boating, spending time with grandchildren—until he had a life-changing stroke in October 2022. He lost his ability to speak,… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_MARK_SINGER_MASTERED.mp3) ## E4 Ireland's Trillion-Euro ETF Engine: Why the World's ETFs Domicile Here _2025-12-03 · Aquest Podcast_ We're thrilled to announce the latest episode of The Aquest Podcast is ready! 🎧 In this episode, hosts Daniel Lawlor and Dáire Lawlor dive deep into the world of Exchange Traded Funds (ETFs), tackling the most frequently asked questions about this financial powerhouse. Key takeaways from the discussion: What makes ETFs so popular? It's a combination of low fees, ease of access, and the simplicity… [Listen](https://pinecast.com/listen/f45b72a7-e0ac-455e-838a-87fba260e480.mp3?source=rss&ext=asset.mp3) ## E3 Navigating the Crypto Landscape _2025-11-19 · Aquest Podcast_ In the latest episode of The Aquest Podcast, "Navigating the Crypto Landscape", we dive deep into the world of digital assets with our co-host and crypto expert, Dáire Lawlor. The conversation spans the entire "broad church" of crypto, from highly regulated tokenised money market funds to the speculative excitement of meme coins. Key Takeaways from the Episode: The Broad Church of Crypto : We… [Listen](https://pinecast.com/listen/413c8171-1329-4c8c-8c8f-a24f7a7c1b7b.mp3?source=rss&ext=asset.mp3) ## [The Healthy Advisor: A Heart for Serving the Neurodivergent with Ryan Marcus](https://transparencypodcast.blubrry.net/2025/11/19/the-healthy-advisor-a-heart-for-serving-the-neurodivergent-with-ryan-marcus/) _2025-11-19 · Healthy Advisor_ Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way. Neurodivergence refers to divergence in mental or neurological function from what is considered typical or normal. It’s frequently used with reference to autistic spectrum disorders. The issue is personal to Ryan,… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_RYAN_MARCUS_MASTERED.mp3) ## [Segmented Service, Stronger Impact](https://www.wipfli.com/insights/podcasts/develop-customer-segments-in-banking) _2025-11-18 · Bank on Wipfli_ Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? Her Bank tailored specific experiences to reach women customers who lacked a strong banking relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced… [Listen](https://www.buzzsprout.com/2434709/episodes/18083653-segmented-service-stronger-impact.mp3) ## [Tokenisation: redefining the future of funds and financial markets S7E8](https://share.transistor.fm/s/e8f3cd6d) _2025-11-13 · PwC UK · Risk & Regulation Rundown_ In this episode, guest host Laura Talvitie, who leads PwC’s work on digital asset regulation, speaks with Jonny Fry, CEO of TeamBlockchain and Digital Bytes, and Daniel Dzenkowski, PwC’s Crypto-Asset Reporting Framework Lead. Regulators, asset managers and technology providers are all exploring how tokenisation could redefine how funds and assets are structured, issued and traded. Against this… [Listen](https://media.transistor.fm/e8f3cd6d/cc2e60c0.mp3) ## E2 Love Languages of a Financial Regulator _2025-10-24 · Aquest Podcast_ Dive into the latest episode of The Aquest Podcast, Autumn-Winter 2025 Season, Episode 2: "Love Languages of a Financial Regulator"! 🎙️ Join co-hosts Daniel Lawlor and Dáire Lawlor as they adopt their "agony aunt personas" to tackle frequently asked questions about engaging with financial regulators. This episode explores effective strategies for firms to build relationships of mutual trust and… [Listen](https://pinecast.com/listen/0fe70464-2e9b-4ff8-8b05-bbb2addb889d.mp3?source=rss&ext=asset.mp3) ## [Accelerating to T+1: Building readiness through resilience S7E7](https://share.transistor.fm/s/66dc246f) _2025-10-16 · PwC UK · Risk & Regulation Rundown_ Host Tessa Norman is joined by PwC Partner Menicos Kouvaros and Director Duncan Scott to unpack the next phase of T+1 settlement reform - and why operational resilience should sit at the heart of firms’ readiness strategies. The discussion explores where firms stand today on the journey to T+1, the biggest bottlenecks across the execution-to-settlement chain, and how resilience techniques such as… [Listen](https://media.transistor.fm/66dc246f/587cfe82.mp3) ## [The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson](https://transparencypodcast.blubrry.net/2025/10/15/the-healthy-advisor-a-parkinsons-diagnosis-prompts-an-early-retirement-with-lisa-erickson/) _2025-10-15 · Healthy Advisor_ Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character. But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s disease, a movement disorder of the… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_Lisa_Erickson.mp3) ## E1 I'm a Funds Lawyer.... Get Me Out of Here! _2025-10-10 · Aquest Podcast_ The Aquest Podcast is back for a new season! We are excited to launch the first episode of our Autumn/Winter 2025 season, titled "I'm a Funds Lawyer... Get Me Out of Here!" This season, we're introducing a new format. Join hosts Danny Lawlor and Dáire Lawlor as they take on the role of industry "agony aunts," tackling the pressing questions and challenges faced by professionals in the funds… [Listen](https://pinecast.com/listen/b5ba2f52-0341-48f3-b93e-5d200df58ce5.mp3?source=rss&ext=asset.mp3) ## [Navigating the role of cards within payment platforms](https://soundcloud.com/user-454147362-36519742/navigating-the-role-of-cards) _2025-10-01 · ProSight Banking Strategies_ Primax’s VP of Product and Client Strategy Joe Schmithorst explains why smarter credit and debit card strategies should evolve alongside upgrades for payment platforms. [Listen](https://feeds.soundcloud.com/stream/2179985031-user-454147362-36519742-navigating-the-role-of-cards.mp3) ## Smarter insurance filing — Maximize tech and talent _2025-09-23 · Bank on Wipfli_ Insurance companies face significant challenges in keeping up with changes in statutory requirements amid intensifying workforce pressures. Learn about key evolving issues affecting your filings: The growing talent gap in statutory accounting, driven by retirements and limited new entrants to the field The role of technology in streamlining workflows , improving collaboration and delivering… [Listen](https://www.buzzsprout.com/2434709/episodes/17790855-smarter-insurance-filing-maximize-tech-and-talent.mp3)