Pep Perry founded and ran Escala Partners for 13 years before building Othello, an end-to-end advice platform for DIY ...

Esencia Wealth has added a managed discretionary account capability to its arsenal through a merger with Generation Wealth Partners, as it pushes ahead with its growth-by-merger strategy.

Pep Perry ran Escala Partners for 13 years before building Othello, an AI-driven, platform for DIY ultra-high-net-worth individuals. It has embedded agentic AI running three modules covering ...

The Financial Advice Association Australia’s submission to privacy reform consultation recommends clarifications including ...

An idea that started with a conversation in New York has led to Hamilton Wealth Partners opt for an outsourced chief ...

The conventional wisdom that the kids of advisers’ oldest clients stand to inherit their wealth might be overlooking the fact ...

Stanford University professor Stephen Kotkin says computing power will become the key geopolitical contest between the US and ...

The ownership and structure of financial advice businesses will remain varied and divers in coming years. Whether it’s ...

AI-led earnings growth and a historic investment cycle continue to place the Nasdaq’s largest companies at the centre of ...

AI-related technology stocks have enjoyed a meteoric rise over the past three and half years, leading to questions about the ...

Advice networks are the least “valuable” links in the wealth management chain, yet when something goes wrong they’re too ...

Striver wants to raise awareness of the financial advice profession and help attract more talent to it through events, social media and networking opportunities. The career placement organisation has ...