
Sign up to save your podcasts
Or
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.
5
11 ratings
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.
47 Listeners
92 Listeners
15 Listeners
45 Listeners
2 Listeners
63 Listeners
0 Listeners
12 Listeners
13 Listeners
3 Listeners
10 Listeners
26 Listeners
20 Listeners
18 Listeners
6 Listeners