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Adviser Insights

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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 changing client expectations, reinforcing the value of communication, reassurance and long‑term discipline.

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...

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...

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...

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...

AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management

Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...

Innovation and the future of HNW advice with Denis Orrock from Praemium

Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap...

The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

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...

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...