If the success of the Code of Ethics is marked by an industry that can self-regulate and hold itself to account then we are a way off, Paul Moran, a self-licensed practice owner describes alongside UNSW’s Tracy Wilcox. Moran raises the possibility that a transition to this future state could be aided by a two-tiered approach to regulation.
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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