Welcome to the Frontier of Finance: an original podcast hosted by CapIntel’s CEO and Founder, James Rockwood. For the past four years, James has been on a mission to help advisors and asset managers improve the wealth management industry. On each episode, you'll hear directly from leading asset managers on their latest product launches and milestones. We'll give you an exclusive look at what makes these products different, why they were built, who is behind them, and how to use them in portfolios. You can expect to hear from forward-thinking professionals from the largest banks and leading independent firms. We'll go beyond the surface level to bring you credible information on the latest in wealth and asset management.
The Frontier of Finance is a podcast hosted by James Rockwood, CEO and Founder of CapIntel, a sales management platform that helps wealth management firms grow their practice. The show explores a variety of finance-related topics including ESG Investing, retirement income planning and healthcare investing.
With episodes ranging in length from 20 to 30 minutes, the format of this show makes relatively complex topics easy to digest and interesting.The host is highly knowledgeable about the most cutting-edge developments in the industry, so he always asks thoughtful questions about the guest’s insights and experience.
Although this is a newer podcast, having only launched in August, I can already tell this will be one of the top shows in the finance space. It’s definitely worth a listen if you’re in the finance industry or interested in learning more about it.
Mackenzie Patterson is the Senior Producer & Content Strategist at Quill Inc, and a Toronto-based writer, and journalist. She's always exploring the latest movies, TV shows and wellness trends.