In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information. The pair discuss: <ul> <li>How data-driven insights have revolutionised investment strategies and platform choices.</li> <li>The opportunities and potential pitfalls of integrating AI into financial advice.</li> <li>The risks and challenges of navigating a complex data landscape.</li> </ul>

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information. The pair discuss: How data-driven insights have revolutionised investment strategies and platform choices. The opportunities and potential pitfalls of integrating AI into financial advice. The risks and challenges of navigating a complex data landscape.

IFA: The transformative power of data

The Wealth Management Podcast Network is the gateway to Australia's leading wealth management shows including Relative Return, Relative Return Insider, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. 

Relative Return gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry. 
 
Relative Return Insider explores the Australian wealth management industry featuring journalists from Momentum Media's wealth management brands, such as Money Management and InvestorDaily, and industry experts on a variety of topics. Episodes cover subjects like economic trends, investment strategies, superannuation, and regulatory changes, offering insights for financial professionals and those interested in the Australian wealth management sector.

The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector.
 
The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.

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The Wealth Management Podcast Network is the gateway to Australia's leading wealth management shows including Relative Return, Relative Return Insider, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry. Relative Return Insider explores the Australian wealth management industry featuring journalists from Momentum Media's wealth management brands, such as Money Management and InvestorDaily, and industry experts on a variety of topics. Episodes cover subjects like economic trends, investment strategies, superannuation, and regulatory changes, offering insights for financial professionals and those interested in the Australian wealth management sector. The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.

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IFA: The transformative power of data

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