Through the muck and the mire of 2019 one thing has remained constant; participants and purveyors in and around the financial planning industry have their own – often strong – opinions on the world around them.
18 December 2019 11:14
AFA, AIST, AMP, Andrew Inwood, CoreData, Dante De Gori, eva scheerlinkck, FASEA, FPA, Geoff Lloyd, MLC Wealth, Phil Anderson, Stephen Glenfield
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Escala founder’s opening move in AI-driven advice for UHNWs
Pep Perry founded and ran Escala Partners for 13 years before building Othello, an end-to-end advice platform for DIY ultra-high-net-worth individuals. It has embedded agentic AI running three modules covering onboarding, investing and reporting.
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