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Latest insights

 

Between Meetings

What “good” really looks like in advice businesses

Sharon McClafferty unpacks what “good” really looks like in advice businesses, covering the systems behind high‑performing firms, profitability, burnout, succession, and how AI and offshoring are reshaping work.

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Portfolio Construction Podcast Series

The rise of policy‑driven markets

Brett Lewthwaite, CIO at Macquarie Asset Management, explores how geopolitics, policy and AI are reshaping markets, how national interest and rising government debt are influencing volatility and capital flows, and how AI‑led disruption is being viewed across sectors.

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Between Meetings

Behavioural finance, family offices & the future of advice

Prof. Lauren Cohen, Harvard Business School shares the explosive growth of family offices, the role of innovation in wealth management, and how advisers can adapt to new client expectations.

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