HeyJaredSOFI meets...
SOFI Meets… is the new podcast from SOFI AI, where the UK’s leading voices in pensions, insurance, wealth and investment step out from behind the headlines.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 12, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
SOFI meets... James Rainbow (opens the original)
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"We are more so than at any point in my career within touching distance of making that dream a reality." James Rainbow, CEO of St. James's Place Wealth Management, joins Stuart Breyer to explore the UK's looming advice capacity crunch, the role of AI in unlocking operational leverage for advice businesses, and what it will take to get more people into advised relationships. With 9% of UK adults currently in an advised relationship and adviser demographics ageing rapidly, the stakes for instituti
SOFI meets... Mike Ryan (opens the original)
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"AI compounds that problem 100x because you can pull in information at a breathtaking speed. It sounds smart. So you have this risk of very well organised, very smart sounding, completely wrong information driving your conclusions." Mike Ryan, CEO and co-founder of Bullet Point Network and former Goldman Sachs partner, joins Stuart Breyer to explore why trust and quality control are the defining challenges of AI adoption in investment decision-making - and what that means for pension funds, weal
SOFI meets... Mark Pittaccio (opens the original)
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"The idea that AI isn't going to play some role in filling that advice gap in some way or some shape or form is probably pretty naive." Mark Pitaccio - behavioural economist, financial psychologist and doctoral researcher at the University of London - joins Stuart Breyer on SOFI meets... to explore what truly makes a great financial advisor, from the personality traits correlated with success to the trust equation that underpins every client relationship. For institutional investors navigating t
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