Wednesday 29th October 2025
How will the advice industry promote best practice with the great intergenerational wealth transfer? Scott Carmichael, partner at Escala, offers his insights on how young advisers have a crucial role in meeting the needs of the next generation in tone, technology and rapport, as wealth is passed from one generation to the next.
Jack Morley from Escala shares how he helps clients navigate the broad and complex world of alternative investments, explaining the importance of aligning...
Andrew Wilson from Pitcher Partners discusses the evolving advice industry, including the challenges and opportunities created by artificial intelligence and...
Arrow Private Wealth's Ryan Synnot, argues advisers cannot afford to underweight global equities or sidestep AI, with the real concentration risk often hiding...
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...
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...
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...
Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...
Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...
