Charles Schwab’s head of Digital Advisor Solutions says the top advisory firms make data—not software—the core operating asset of their business. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 11
John Nersesian: Make These Tax Moves Before 2026 Arrives
Pimco’s head of advisor education offers guidance on recent tax changes, covering investments, income tax, retirement, and legacy planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
29m 54s
May 2025
Amazon CEO Andy Jassy on Agility, AI Strategy, and the Changing Role of Managers
It's a tough time to lead one of the biggest companies in the world - one that depends on supply chains, physical infrastructure, and top tech talent to stay competitive. But Andy Jassy, who took over as CEO of Amazon from legendary founder Jeff Bezos in 2021, manages in a way th ... Show More
31m 35s
Nov 2024
Why Trump’s Victory Is Musk’s ‘Tech-Bro Coup’
On this episode of Merryn Talks Money, we discuss what the Republican’s second term means for the US, the UK and the Tesla CEO. Pippa Malmgren, economist, author and former adviser to Republican President George W. Bush and Helen Thomas, founder and chief executive of BlondeMoney ... Show More
42m 34s
Oct 6
Regulating AI, Future-Proof Jobs, and Who’s Accountable When It Fails — ft. Greg Shove
In the final installment of our Prof G on AI special, Scott and Greg Shove – CEO of Section – answer your questions on how AI is reshaping work, business, and accountability. They discuss what kinds of regulations are needed, which jobs will thrive in the next decade, and how com ... Show More
25m 15s
Mar 2024
Hard, Soft, or Continuous Landing? Mercer's Olaolu Aganga Weighs In
Aganga, Mercer's U.S. chief investment officer, also spoke about the firm's rate cut forecasts and the upcoming 2024 election.
Learn more about your ad choices. Visit megaphone.fm/adchoices
20m 49s