FM Radio | Podcast Guru

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Welcome to FM Radio, your go-to podcast for everything in the world of Funds Management, brought to you by Elston Asset Management. Whether you’re an experienced adviser, seasoned investor, or just starting your journey, we’re here to explore the complex world of funds management and break down the key concepts. Join us as we talk to the experts and get their insights, from asset allocation to risk management, and give you an idea on how decisions are made. Tune in and turn up the volume on the topics that affect you and your clients.

Recent Episodes

Episode 19: Going beyond the numbers

How does real‑world experience shape better financial advice? In this episode of FM Radio, we talk with Jessica Waller from Bridge Private Wealth about how her upbringing in a hands‑on entrepreneurial family shaped her approach to client relationships, decision‑making and resilience. Jess discusses why empathy matters, how to help clients open up, and what it takes to guide people through emotionally charged financial crossroads. If you’re interested in advice that blends technical skil...

35 MIN

Episode 18 - The first year harvest

In this episode of FM Radio, we look at Elston Income, a portfolio that has just marked its first birthday by delivering favourable results, despite a challenging year. Elston Co-Founder Bruce Williams and Portfolio Manager Alastair MacLeod reflect on how Elston Income was constructed and how that has allowed the portfolio to harvest income for retirees. They unpack a year shaped by geopolitical uncertainty, evolving interest rate expectations, and the growing influence of AI. They also...

30 MIN

Episode 17 - Investing in the age of AI

In this episode of FM Radio, Elston Portfolio Managers Justin Woerner and Gary Merkel unpack the rapidly evolving world of AI and what it means for investors, particularly in the small cap space. They explore the real shift happening beneath the surface, from generative AI to agentic systems, and how this is driving both opportunity and disruption across software businesses. They discuss the impact on productivity, the pressure on traditional business models, and why not all tech companies ar...

37 MIN

Episode 16: Positioning portfolios amidst uncertainty

In this episode of FM Radio, Elston Portfolio Managers Leon de Wet and David Seager reflect on a quarter shaped by geopolitical tension, shifting interest rate expectations, and accelerating AI investment. They unpack what’s driving market volatility, where diversification has added value, and why real assets and fixed income are playing a more important role in portfolios. The conversation also covers asset allocation decisions, income strategy performance, and how Elston is positioning port...

17 MIN

Episode 15: Scaling advice through smarter tech

In this episode of FM Radio, Jason Entwistle from HUB24 joins us to explore how advice practices can scale and thrive despite a shrinking adviser workforce and rising demand for financial guidance. With nearly four decades in the platform industry, Jason shares how data quality, smart integrations, and technology can elevate workplace efficiency. He also unpacks how HUB24 helps advisers serve more clients without sacrificing human relationships at the heart of advice. We touch on AI, its real...

30 MIN