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Adviser Insights

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AI and the changing expectations of wealth management: Adviser Insight with Andrew Wilson from Pitcher Partners

Andrew Wilson from Pitcher Partners discusses the evolving advice industry, including the challenges and opportunities created by artificial intelligence and its impact on client engagement, advice delivery, and changing client expectations.

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35 years of perspective: Adviser Insights with Paul Ashworth from Cameron Harrison

Paul Ashworth from Cameron Harrison reflects on the firm’s 35-year history and his philosophy of flexibility, liquidity and long-term focus. He also...

A new model of advice: Adviser Insights with Megan Eichhorn from Tayme Financial Group

Megan Eichhorn from Tayme Financial Group reflects on the firm’s first year, its deeply client-focused approach, and the leadership advice that has most...

Building smarter portfolios: Adviser Insights with Ben Kohn from Link Financial Services

Ben Kohn from Link Financial Services speaks to James Dunn from The Inside Network for our Adviser Insights series. Ben explains why alternative investments...

The future of alternatives: Adviser Insights with Graeme Bibby from Partners Wealth Group

Graeme Bibby from Partners Wealth Group shares his perspective on today’s macro regime, the impact of higher capital costs, and how valuation pressures are...

Advice pricing paradigms with Rob Jones from Peloton Partners

Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how...

The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...

Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...

The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...