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 Stuart sits down Paul Feeney, founder of Otivo where they discuss the evolving process of financial advice, financial coaching and the personal financial journey.

Stuart shares his perspective gained over the past 30 years on the evolution of society and the wealth management industry, and why the recognition of individual customer value is so important for professional investment firms.

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.

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.

If you want insights from someone who is now navigating the business of investment advice independently, this episode is for you. 

On this episode of How Investing is Evolving Stuart sits down with Arnie Selvarajah the CEO of Bell Direct to discuss online broking.

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

Stuarts first guest is the exceptionally informative Rich Arnold. Rich brings 40 years strategic, corporate and M&A experience in the wealth management industry.

This podcast is for anyone who is responsible for investment propositions, or those who are seeking to formulate and articulate the value of an investment proposition to their clients and business stakeholders.