Ep 29: Industry trends financial advisers should know - Andrew Inwood

from Between Meetings with Matt Heine · host Netwealth Investments Limited

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.

Episode metadata supplied by the publisher feed · Published Mar 9, 2020

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Ep 29: Industry trends financial advisers should know - Andrew Inwood

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