Ep 29: Industry trends financial advisers should know - Andrew Inwood
Mar 9, 2020
48:43
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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.
Between Meetings with Matt Heine