by Bruce Sellery | May 28, 2019 | Podcasts
Maybe it’s time to rethink your daily five dollar latte. David Bach is here to tell us about his latest book, The Latte Factor and how you can live a rich life by making even the slightest changes. Then, Izet Elmazi is a portfolio manager at Bristol Gate Capital Partners. He joins us to tell us about how they use artificial intelligence and machine learning to help you invest. And, AI is also changing how we budget. RBC’s new mobile banking feature NOMI Budgets uses AI to personalize a budget for each user. Senior Vice President of Digital Peter Tilton is here to tell us more. Plus, a new online tool that helps you find the perfect financial advisor. AdvisorSavvy’s founder Solomon Amos joins us to tell us how it works.
by Bruce Sellery | May 15, 2019 | Podcasts, Specific Segments
We talk to WealthSimple’s creative director Mike Giepert on financial institutions’ approach on creating their own content.
by Bruce Sellery | May 15, 2019 | Podcasts, Specific Segments
We talk to Equitable Bank’s President and CEO Andrew Moor on why he believes it is time to move to a cashless society.
by Bruce Sellery | May 15, 2019 | Podcasts, Specific Segments
We talk to author Jennifer Buchanan about her book, Wellness Incorporated: The Health Entrepreneur’s Handbook on how to build a sustainable business in the health and wellness sector.
by Bruce Sellery | May 15, 2019 | Podcasts, Specific Segments
We talk to author John De Goey about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors and how we can keep financial advisors accountable for their mistakes.
