In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months!
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In this 100th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Michael Kitces of the Nerd’s Eye View blog, XYPN, and AdvicePay, to talk about product iteration, specialization within the field of financial planning and more.
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In this 78th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Angus Hervey, Co-Founder of Future Crunch. Future Crunch is a company that looks at the impact of technology on our changing world. Dr. Hervey breaks down the ways that technology as a tool, a blueprint, and a process has accelerated human evolution in areas of communication, energy, and health.
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During the 8th episode, Jason Pereira, interviews a colleague of his by the name of Zaheer Merali. Zaheer is an entrepreneur, investor, and consultant to several start-ups and has worked with many technology companies. Jason talks with Zaheer about the past and present evolution of financial planning solutions.
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In this 6th episode of the Fintech Impact podcast, Jason Pereira interviews Shawn Brayman, the CEO of PlanPlus, a multi jurisidcional financial planning software. Jason and Shawn discuss how PlanPlus has grown, their focus on research, and how to evolve financial planning services ethically for their customers.
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In the very first episode of the Fintech Impact podcast, Jason interviews David Nugent, the CIO and Co-Founder of Wealthsimple, a robo advisoroperating in Canada, the US, and the UK.
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