The Transact Platform Podcast
TransactWelcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you. Tune in for insights, practical strategies and engaging discussions that will help you stay ahead in the evolving world of financial planning.
| Publishes | Weekly | Episodes | 31 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
In this episode of The Transact Platform Podcast, Transact’s CEO, Tom Dunbar, speaks with Bella Caridade-Ferreira, Founder of Fundscape, one of the leading authorities on platform market data and analysis.
With over 20 years of experience studying t... more
In this episode of The Transact Platform Podcast, Transact’s Chief Development Officer, Andrew Cullen-Jones, sits down with James de Lisle Wells, Chartered Financial Planner and Director of de Lisle Financial Planning, to explore the reality of build... more
In this episode of The Transact Platform Podcast, CEO, Tom Dunbar, is joined by Non-Executive Chair of Integrated Financial Arrangements Ltd (IFAL) and former Skandia CEO, Nick Poyntz-Wright, to explore how the financial advice market has evolved and... more
In this short update episode of the Transact Podcast, Natasha Walker, Lead Technical Consultant, is joined by, Mark Fenlon, Head of Technical Services, to revisit the upcoming Additional Pension Death Benefit Administration changes, following the lat... more
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Apple Podcasts | #170 |  United Kingdom/Business/Investing |
Apple Podcasts | #50 |  United Arab Emirates/Business/Investing |
Apple Podcasts | #198 | United Arab Emirates/Business |
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Frequently Asked Questions About The Transact Platform Podcast
What is The Transact Platform Podcast about and what kind of topics does it cover?
The show delivers practical, practitioner-focused discussions on how macro trends, regulatory changes, and technology shape the financial planning landscape. Across episodes, guests and hosts dissect topics like government tax policy, investment bonds, pensions, inheritance tax, and cybersecurity, always with an eye toward how advisors can adapt client strategies, improve compliance, and streamline operations. Notable strengths include a strong emphasis on tax-efficient planning, the role of platform integrations in advisor workflows, and real-world guidance on leveraging products such as offshore and investment bonds within financial plans. The format combines expert analysis with actionable takeaways for practitioners, positioning it as a... more
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How many listeners does The Transact Platform Podcast get?
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What are the audience demographics for The Transact Platform Podcast?
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How many subscribers and views does The Transact Platform Podcast have?
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Which podcasts are similar to The Transact Platform Podcast?
These podcasts share a similar audience with The Transact Platform Podcast:
1. TRAP: The Real Adviser Podcast
2. Many Happy Returns
3. AJ Bell Money & Markets
4. The Rest Is Money
5. The Rest Is Politics
How many episodes of The Transact Platform Podcast are there?
The Transact Platform Podcast launched 10 months ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Transact Platform Podcast?
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Where can I see ratings and reviews for The Transact Platform Podcast?
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What guests have appeared on The Transact Platform Podcast?
Recent guests on The Transact Platform Podcast include:
1. Gill Marples
2. Damien Francis
3. Eoin D'Arcy
4. Tom Dunbar
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.