
Welcome 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 | Twice weekly | Episodes | 8 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

In this episode of the Transact Podcast, host Andrew Cullen-Jones is joined by Jane Isaac (Chief of Platform Custody Operations) and Stuart Fleat (Head of Distribution) to explore the role of cash in financial planning. They discuss why cash matters,... more
In this episode of the Transact Podcast, Andrew Cullen-Jones is joined by Gill Marples, IntegraLife International CEO, to explore the role of offshore bonds in financial planning. They discuss how the offshore bond market has evolved, the impact of U... more
In this episode Mark Fenlon and Brian Radbone return to unpack the evolving role of investment bonds in financial planning. From their early days in the 1980s to their modern use in tax-efficient strategies. Mark and Brian explore how bonds have chan... more
In this episode of the Transact Podcast, host Andrew Cullen-Jones chats with Damien Francis (Chief Technology Officer) and Eoin D'Arcy (Head of Information Security) about some of the big cyber security challenges facing financial services today. The... more
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Apple Podcasts | #111 |
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This audio series offers valuable insights into the financial advice landscape, focusing on current trends and practical strategies for financial advisors. Episodes cover a wide range of topics such as cybersecurity in financial services, integration dynamics, regulatory changes affecting pensions and inheritance tax, as well as the business strategy and market outlook of relevant firms. Notably, the discussions often feature expert voices from within the industry, ensuring that listeners receive not just theoretical insights but meaningful, actionable advice tailored to their professional needs. The emphasis on practical takeaways and real-world applications makes it a unique resource for financial professionals seeking to stay informed an... more
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The Transact Platform Podcast launched 2 months ago and published 8 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Transact Platform Podcast include:
1. Gill Marples
2. Damien Francis
3. Eoin D'Arcy
4. Tom Dunbar
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