• The Inside Advisor
    29 October 2025
    Scott Carmichael and James Dunn

    Scott Carmichael speaks with James Dunn of The Inside Adviser about how the advice industry can lead best practice through the upcoming intergenerational wealth transfer. He shares insights into the pivotal role younger advisers will play in engaging the next generation — adapting their tone, technology and rapport to meet evolving client expectations as wealth moves from one generation to the next.

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We are pleased to share that six Escala advisers have been recognised in the 2025 Barron’s Top 150 Financial Advisers survey reflecting our unwavering focus on delivering exceptional long-term outcomes for clients through a collaborative, team-based approach supported by the strength of Focus Financial Partners.

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News: 07.11.2025
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Perspectives: 27.11.2025
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In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about what could be Googles’ DeepSeek moment – the launch of Gemini 3. If it is everything that ChatGPT isn’t, what does this do to the promises made by OpenAI?

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