Ep 33: The future direction of financial advice platforms - Michael Blomfield
May 6, 2020
55:16
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Michael Blomfield, CEO of wealth management research firm Investment Trends, joins to share what direction platforms may take based on insights from financial advisers. Being no stranger to financial services, Michael also delves into his long and successful background - including how he helped to make CommSec a dominant industry-leader, how he built strong relationships in Asia and his views on the future of financial advice and robo-solutions.
Between Meetings with Matt Heine