Thank you for joining the Shantz Mantione group as we invite our UBS colleagues, members from an extensive professional network, and leaders from our communities to discuss timely topics and issues, and sometimes even have a little fun. Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.
CIBC Private Wealth
BT Academy
David Vallieres
Fiduciary Trust Company
Client Strategy Office
InvestmentNews
Pensions Expert
FTAdviser
Citywire
Martin Bamford
Ellis Financial Group
Patti Brennan
UniSuper
Jason Howell
UBS advisor podcasts
Classic 1027
Arnerich Massena, Inc.
CHQR / Curiouscast
The Economic Warrior
Classic 1027
Traci Dority-Shanklin
moneyandmeaning
Nicola Wealth
Dynamic Funds
genmfo
Kleinwort Hambros
Kullen Dieter
Chai FM
CNBC-TV18
Charles Stanley Wealth Manager
Roman Polnar
Back Room Stewdios
Amit Ganotra
Evergreen Gavekal
Actuarial Society of South Africa
Atlas Galahad Euro Corp
Alex Hont
Jason Labrum
Maggie Germano
bogleheads
Gries Financial Partners
Frazer Rice
Kate Visco
Brent Giles & Peter Shonhan
UBS advisor podcasts
Morton Brown Family Wealth
ALTIUS Financial Inc's Taylor McGowen CFP® & Michael Williams CFP®
Dr Michael Drew, John Barton
Jason Hester
Richardson Wealth
Matthew Neyland, CFA, CAIA
CFAL Talks Podcast
Astro Awani
Pensions Insight
Pensions & Investments
The Hollander Group
greenupwealth
OJM Group
Stifel Investment Strategy
True Potential
The CFG Podcast
GWM USA
Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit Union
Michalis Economides
Mueller Financial Services, Inc.
Altus Klingenberg
goodmoneyhabits
Christopher Hensley
None
Franklin Templeton Investments
Charles Schwab
Middle Class to Wealthy
BNY Mellon Wealth Management
Actuarial Society of South Africa
Summit Wealth Group
Veracity Capital
The Business Times
Brijesh Parikh
Mary Pat Campbell (aka Meep)
Laura Webb
JNBA Financial Advisors
Actuarial Society of South Africa
Finance Isle of Man
J. Christopher Boyd
Advisor Perspectives
Ashley Hodge, Certified Financial Planner
Alan Moran
Jonathan Krueger
OC Talk Radio
Westminster Consulting
John Carvalho
Standard Bank Wealth and Investment
The Perry Richey Group
Max Finance
Business Day TV
Shannon Foreman
BetterWealth Media
Autonomy
PGIM Fixed Income
IVM Podcasts