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.
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...
Andrew Wilson from Pitcher Partners discusses the evolving advice industry, including the challenges and opportunities created by artificial intelligence and...
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...
Kris James from Escala shared insights on advising clients in an increasingly volatile global landscape. Kris also highlighted how heightened volatility is...
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...
What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
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,...
