The AdviserTech Show

This episode of AdviserTech Unplugged features Anna Wren, Administration Manager at Motus Financial Planning. Anna discusses how Motus have approached integrating moneyinfo into their business, and h…

In this episode of AdviserTech Unplugged, Dominika Sieradzka-MacCuirc, Founder of RIE Solutions, shares some key improvements wealth managers can take to make the most of their time and resources. “I…

Join us for the next installment of the AdviserTech Unplugged podcast to hear Dr Emma Black, CEO at Cascade Cash Management talk about the journey she’s been on to gain insight into the financial wel…

Join us for the next installment of the AdviserTech Unplugged #podcast to hear Tim Walton, Aviva's Platform and Fintech Integration Manager discuss how firms can help to support their clients in an e…

In this episode of AdviserTech Unplugged, Chief Executive of O-IM, Lewis Hamm chats to our host Sim Sangha about the benefits of working with an investment manager that exists for you. Lewis chats ab…

In the next episode of AdviserTech Unplugged, Founder of Octo Members wealth management community, Lee Robertson chats to our host Sim Sangha about his reasons for creating an online community for ad…

In this episode, Operations Director Susan Lafferty from Lomond Wealth chats to our host Lou Wallis about what appealed to them most about moneyinfo when they decided to partner with us.

Susan discus…

GIRL POWER! Discover what makes the female members of the moneyinfo crew tick. Hear more about what it's like to work in a fast-growing fintech firm, and learn about what motivates us to work hard to…

In the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks with Rebecca McMurry, Manager of Enterprise at AdvisorStream.

Martha and Rebecca discuss the secrets to effective content…

In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks with Carla Langley from Progeny Group. 

Carla discusses what it means to be "data driven". Instead of making assumptions ab…

In the next episode of AdviserTech Unplugged, moneyinfo's Sim Sangha speaks with Rohan Sivajoti, Founder of NextGen Planners.

Rohan and Sim chat about how NextGen is supporting a movement of new-age …

In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks Robert Clark from RC Brown Investment Management.

In this episode, Robert discusses the future of IFAs and DFMs and how tec…

In this bonus episode of AdviserTech Unplugged, moneyinfo’s Martha Bowen speaks to Sophie Cons, a second year University of Nottingham student.

Sophie discusses the importance technology holds in her…

In the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks to Ian Horne, Head of Audience Development at CityWire.

In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.

Chris discusses the do's and don'ts of changing CRM providers a…

In the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks to Abbie Knight. 

Abbie discusses the importance of a content marketing strategy to help financial advisers to stand out in t…

In the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks to Anna Plotnek from PLOTT Creative. 

Anna chats about the importance of branding within the financial sector, why it's i…

In the first episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Cheryl Frazer from Ovation Finance Ltd.

Cheryl chats about their first year of using moneyinfo, discussing their implem…