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Latest insights

 

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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Portfolio Construction Podcast Series

Beyond borders: Why going global still matters in real estate

Josh Scoville, Global Head of Research at Hines, breaks down why the global real estate cycle is turning, how returns are becoming more income‑led, and what this means for diversified portfolios.

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Between Meetings

The insights powering advice in the year ahead

A special episode reflects on 2025’s key conversations and provides a forward‑looking view of how advice firms can rethink engagement, technology, culture and operations to prepare for the shifts shaping 2026 and beyond.

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