Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top
The Partners Wealth Group co-founder says strong partnerships with accounting firms and being a "trusted partner" who is "all in" on serving clients have helped his firm grow to $6.8 billion in assets...
29 Maalis 23min
Andrew Dunbar: The Ingredients for a ‘100-Year Firm’
Apt Wealth Partners’ CEO, who ranked No. 2 in Barron’s Top 150 adviser list in 2025, says that because his firm is employee owned, “we can make decisions for the long-term knowing that we have a long-...
30 Tammi 25min
Scott Carmichael: Advocating for Industry Professionalism
The adviser and founding partner at Escala Partners explains why he is a strong advocate for promoting “best practice advice” and encourages collaboration among advisors across different firms. Host: ...
26 Joulu 202522min
Chris Smith: The Importance of Conviction and Trust
The founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth ...
25 Marras 202520min
Hamish Harvey: The Art of Serving Clients
The senior financial adviser at Stanford Brown, a $3 billion North Sydney-based firm, discusses current client preferences and the company’s investment approach. Host: Chris Freeman. Hosted by Simplec...
28 Loka 202521min
Trading Law for Wealth Management, Will Kenny Follows His Passion
The director and adviser at Canaccord Genuity Australia describes how his zeal for financial markets spurred him to change professions and informs his work today. Host: Chris Freeman. Hosted by Simple...
29 Syys 202521min
Simon Duckett: Advisers Should Avoid Needless Complexity
"Keep it simple, stupid," says the adviser and partner at Koda Capital. "If the adviser can't understand the product or investment strategy how can we expect our clients to understand it?" Host: Chris...
27 Elo 202514min
Richard Felice: How to Serve—and Keep—Multigenerational Clients
The partner at Belay Advisory, a $2.5 billion Sydney-based firm, explains why having intimate knowledge of a client’s family history is so important. Host: Chris Freeman. Hosted by Simplecast, an AdsW...
28 Heinä 202526min
