Barron's Australia Podcast Por Barron's arte de portada

Barron's Australia

Barron's Australia

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Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.Copyright © Dow Jones & Company, Inc. All rights reserved. Economía Finanzas Personales
Episodios
  • Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top

    Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top
    Mar 29 2026
    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
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    24 m
  • Andrew Dunbar: The Ingredients for a ‘100-Year Firm’

    Andrew Dunbar: The Ingredients for a ‘100-Year Firm’
    Jan 30 2026
    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
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    26 m
  • Scott Carmichael: Advocating for Industry Professionalism

    Scott Carmichael: Advocating for Industry Professionalism
    Dec 26 2025
    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
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    23 m
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