Barron's Australia

Barron's
  • 0,0 (0)
  • Investimenti
  • Ogni giorno

Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.

  1. 29 mar

    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 under advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

    24 min

  2. 30 gen

    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-term vision—a plan to be a 100-year firm.” Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min

  3. 26/12/2025

    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: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 min

  4. 25/11/2025

    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 transfer. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min

  5. 28/10/2025

    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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min

  6. 29/09/2025

    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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min

  7. 27/08/2025

    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 Freeman Learn more about your ad choices. Visit megaphone.fm/adchoices

    15 min

  8. 28/07/2025

    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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    27 min
Elenco completo (29)

Descrizione

Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.

Informazioni

  • Creatore
    Barron's
  • Anni di attività
    2023 - 2026
  • Puntate
    29
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Sito web del podcast
    Barron's Australia