HeyJaredThe Transact Platform Podcast
Welcome to the Transact Platform podcast, where we explore trends and insights shaping the financial advice landscape. Join us as we dive deeper into the key topics that matter to you.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 22, 2026
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- Earliest in this view
- Jul 10, 2026
Latest episodes
How agentic AI is transforming financial advice (opens the original)
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In this episode of the Transact Platform Podcast, Tom Dunbar, Transact’s CEO, is joined by Sam McBride from Ani Tech and Richard Brian from Curo to discuss how Artificial Intelligence (AI) agents are reshaping the future of financial advice and what this could mean for advice firms in the years ahead. Together they explore: the difference between bespoke AI agents and AI capabilities embedded within CRM systems how AI agents can support advisers throughout the client review process opportunities
Building a Lasting Legacy: Trusts, Succession and Wealth Transfer (opens the original)
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In this episode of the Transact Platform Podcast, Tom Dunbar, Transact CEO, is joined by Keith and Josh Butten of Boosst to discuss how trusts can be used for future succession planning of advice firms and help clients plan for long-term wealth transfer. Together they explore: the succession options available to adviser firms, including consolidation, management buyouts, family succession and Employee Ownership Trusts (EOTs) why Boosst chose to transition to an EOT and the lessons learned from t
Could AI give smaller advice firms a competitive advantage? (opens the original)
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In this episode of the Transact Podcast, Tom Phillips, Integrations and UX Manager at Transact, speaks with adviser Francois van der Merwe about how small and medium sized firms can make better use of AI, data and APIs without needing a dedicated IT team. Together they explore: why smaller advice firms may be uniquely positioned to benefit from AI how AI powered workflows can help reduce administrative tasks the role of APIs and open data in creating more connected advice businesses practical us
Understanding the Proposed ISA Changes (opens the original)
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In this episode of the Transact Podcast, Stuart Fleat, Head of Distribution, is joined by Mark Fenlon, Head of Technical, to unpack the proposed ISA reforms and what they could mean for advisers, platforms, and investors ahead of their expected introductions in April 2027. Together they explore: the proposed reduction in Cash ISA subscription limit of £12k for individuals under 65 the new 22% charge on interest earned from cash held within Stocks & Shares ISAs restrictions on Stocks & Shares ISA
The FCA, Client Cash and the Future of Platform Charging (opens the original)
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The FCA, Client Cash and the Future of Platform Charging In this special edition of the Transact Podcast, Chief Development Officer Andrew Cullen-Jones is joined by Transact CEO Tom Dunbar, James Daley of Fairer Finance and Jack Gilbert of Citywire New Model Adviser to explore one of the most closely watched issues in the UK platform market cash interest retention. Together, they discuss: how client cash is held and managed on investment platforms why cash interest retention has become a growing
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