Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
-0.70%
S&P
+0.41%
AUD
$0.71

Adviser Insights

Share

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.

Navigating volatility and building client trust: Adviser Insights with Kris James from Escala

Kris James from Escala shared insights on advising clients in an increasingly volatile global landscape. Kris also highlighted how heightened volatility is...

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...

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...

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...

Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...

Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...