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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.

Educating clients and unlocking alternatives: Adviser Insights with Jack Morley from Escala

Jack Morley from Escala shares how he helps clients navigate the broad and complex world of alternative investments, explaining the importance of aligning...

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...

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...

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...

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,...

Global real estate: income and the contrarian case with David Kruth from Dexus

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...