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.
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...
Ben Kohn from Link Financial Services speaks to James Dunn from The Inside Network for our Adviser Insights series. Ben explains why alternative investments...
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...
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
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,...
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
