
Engine Room Podcast #88 - Stuart Jones
May 11, 2026 - 53:55
Radio and PodcastLive Radio & Podcasts
Earn 0.75 CPD here: 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy sits down with Mathew Cassidy, Managing Director at Partners Wealth Group. They discuss Ma...
Engine Room Podcast #85 - Mathew Cassidy is an episode from XY Adviser by Ensombl. Earn 0.75 CPD here: 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy sits down with Mathew Cassi...
This episode belongs to XY Adviser.
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Published Apr 20, 2026, 44:07 long, audio available.
Earn 0.75 CPD here: 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy sits down with Mathew Cassidy, Managing Director at Partners Wealth Group. They discuss Mathew’s journey from chartered accounting to building a $6B accountant‑aligned wealth management firm, the evolution of their joint venture model and multi-service offering, how they’ve used acquisitions, AI, and offshore support to scale, their innovative staff equity program, and what the future holds for sophisticated financial advice in an AI-enabled world. Mathew Cassidy LinkedIn: Partners Wealth Group Website: General Disclaimer –
You can listen to Engine Room Podcast #85 - Mathew Cassidy online on Radio and Podcast. Open the player on this page to stream the available audio.
Engine Room Podcast #85 - Mathew Cassidy is an episode from XY Adviser by Ensombl.
This episode is 44:07 long.
This episode was published on Apr 20, 2026.
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Engine Room Podcast #85 - Mathew Cassidy is from XY Adviser by Ensombl.
Published Apr 20, 2026 and 44:07 long