Ep 29: Industry trends financial advisers should know - Andrew Inwood
Released Monday, 9th March 2020
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Ep 29: Industry trends financial advisers should know - Andrew Inwood
Ep 29: Industry trends financial advisers should know - Andrew Inwood
Monday, 9th March 2020
Good episode? Give it some love!
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Discover the current trends shaping the advice landscape from Andrew Inwood, principal of CoreData, as he shares his team's latest research. Andrew discusses what advisers should be doing to succeed in this changing environment, how industry funds are trying to better understand their customers, the needs of high net worth individuals, and learnings from the UK and US advice experience.
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Between Meetings with Matt Heine
In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.Join Podchaser to...
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