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Profiles, moves, and perspectives from across Australia's financial advice and investment industry.
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
How a cold call shaped the Australian finance industry
The Capital Conversations podcast wraps up its first season with an inspiring finale featuring Sheridan Lee, who shares invaluable insights on sales...
The advice that earns trust is never given in calm markets
Viola Private Wealth's Charlie Viola says the principles of good advice have not changed in more than two decades. What has changed is the toolkit available to...
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
Following the green lights, to the green fields
Emma McKenzie's path from city hospitality professional to a financial adviser and farmer in country New South Wales is a great example of the pathways by...
Why advisers matter most when markets get noisy
Nicola Beswick, founder of White Rabbit Advisory, says advisers deliver real value by turning market chaos into clarity, not by drowning clients in technical...
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...
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...
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...
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...
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...
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...
Building trust across borders and generations: Angela Ray's advice journey
Born in Taipei, educated in Beijing and Auckland, and now based in Brisbane, Angela Ray's career pathway has given her a unique outlook on what financial...