PODCAST · business
Conversations with CoreData
by CoreData
Welcome to Conversations with CoreData, an Australian finance podcast featuring our team of researchers and experts as they dive deep into the latest research.
Episodes
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Role of Advice in Super with Andrew Gregory, UniSuper Chief Advice Officer | Ep. 14
In this latest podcast interview with CoreData, Global CEO Andrew Inwood sat down with UniSuper Chief Advice Officer Andrew Gregory to discuss the latest trends in the superannuation industry. In this wide-ranging conversation, Andrew Gregory dives into the role of advice in superannuation, the...
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How Are Australians Planning Their Retirement? | Ep. 14
In the latest episode of the Conversations with CoreData Podcast, researcher Alana Devitt sat down with Estelle Liu, Head of Retirement Solution at AMP, to discuss the latest findings from Best Possible Retirement reportIn this wide-ranging conversation, Alana and Estelle delve deep into the...
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Planning Your Finances for the Next Generation ft. Chris Smith (Shaw and Partners) | Ep. 13
In this episode of the Conversations with CoreData podcast, Head of Research Ervin Sim sat down with Shaw and Partners Head of Private Wealth Chris Smith to discuss the incoming great wealth transfer.In this wide-ranging conversation, Ervin and Chris delve into the challenges for clients…
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Crypto is Entering Superannuation ft. OKX Australia CEO Kate Cooper | Ep. 12
In the latest episode of the Conversations with CoreData podcast, researcher Anna Vennonen talks with OKX Australia CEO Kate Cooper about how digital assets are becoming increasingly common features of superannuation and SMSFs. In this wide-ranging conversation, Kate and Anna delve into the…
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Disruption Is Coming To The Superannuation Industry | Ep. 11
In the latest episode of the Conversations with CoreData podcast, CoreData Global CEO Andrew Inwood sits down with researcher Alana Devitt to discuss the disruptions coming for the superannuation industry. In the wide-ranging discussion, Andrew and Alana talk about the rise of SMSFs, the new...
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How Super Funds Can Build Trust With Members | Ep. 10
The latest research from CoreData paints a stark picture for super funds: while marketing spend can draw in new members, these efforts fail to retain members and build long-lasting relationships unless trust is built and service promises are fulfilled. On the latest episode of the Conversations...
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Superannuation Scams: How First Guardian and Shield Exposed the Super Industry | Ep. 09
The fallout from the First Guardian and Shield collapses have forced the superannuation industry to confront the threats posed by financial scams and fraud. From poor oversight to a new wave of lead generation, these fund failures reveal how the layers of safeguards were insufficient in…
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The Future of Crypto in Superannuation | Ep. 08
With 12% of Australians now holding digital assets, this growing adoption is beginning to influence the nation’s superannuation industry. As investors move their savings from super funds into SMSFs to hold crypto, the industry faces both opportunities and challenges for this emerging asset…
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The State of Alternative Assets with David Sokulsky | Ep. 07
CoreData's Managing Director Craig Phillips sat down with David Sokulsky, Founder, CEO and CIO of Carrara Investment Management, to talk about the state of the Australian funds management industry. In this wide-ranging conversation, Craig and David discuss the growing popularity of alternative...
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Building A Better Advice Industry with Eugene Ardino | Ep. 06
In the latest episode of the Conversations with CoreData podcast, CoreData Global CEO Andrew Inwood sat down with Eugene Ardino, CEO of Lifespan Financial Planning, to talk through the state of the licensing and financial advice industry. In this wide-ranging conversation, Andrew and Eugene…
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What Will Financial Advice Look Like in the Future? | Ep. 05
On this week's podcast, researcher Anna Vennonen sat down with CoreData's Global CEO Andrew Inwood and Denis Orrock, Chief Strategy Officer at Praemium, to discuss the current state of the financial advice industry in 2025 and beyond. In this wide-ranging conversation, Anna, Andrew, and Denis…
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The Uncertain Future of the Advice Industry with Keith Cullen | Ep. 04
In this week's podcast, CoreData Global CEO Andrew Inwood sat down with Keith Cullen, Managing Director of WT Financial Group, to discuss how his team is redefining what it means to run a successful advice network in Australia. This wide-ranging conversation touched on the state of the advice...
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The Future of Asset Management | Ep. 03
In our latest episode of the Conversations with CoreData podcast, Managing Director Craig Phillips talks with Brett Jollie about the current state of the asset management industry. In this episode, Craig and Brett go deep on the importance of thought leadership and education in the field, the…
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Best Possible Retirement with Alana Devitt | Ep. 02
In the second episode of our podcast series, Conversations with CoreData, Global CEO Andrew Inwood sat down with researcher Alana Devitt to discuss our latest report on the Best Possible Retirement research. In this episode, Andrew and Alana go deep on super annuation sentiment for pre- and...
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Future of Advice with Grahame Evans | Ep. 01
For the first episode in our series, CoreData Global CEO Andrew Inwood spoke with Grahame Evans, principal of Mente Pty Ltd and consultant director at CoreData, about our latest insights into the future of advice in Australia. Music: Luge by Geographer.
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ABOUT THIS SHOW
Welcome to Conversations with CoreData, an Australian finance podcast featuring our team of researchers and experts as they dive deep into the latest research.
HOSTED BY
CoreData
CATEGORIES
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