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 discuss the approaching advice gap, the role of licensees in the market, the challenges of pricing, and the emergence of private equity in the advice industry.
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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 look at the future of advice platforms, the growing importance of ETFs, and how the advice industry is going to transition into the future. Subscribe to get notified as soon as our latest podcast episodes go live.
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 industry in Australia, the upcoming shortage of advisers, and the role of private capital and technology in scaling advice.
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Music: Luge by Geographer.
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 role of ESG in future investing decisions, the incoming great wealth transfer, and much more.Subscribe to get notified as soon as our latest podcast episodes go live.Music: Luge by Geographer.
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 post-retirees, and the challenges they face.
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.
