The Uncertain Future of the Advice Industry with Keith Cullen

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Conversations with CoreData

CoreData

7 episodes

2 days ago

Welcome to Conversations with CoreData, an Australian finance podcast featuring our team of researchers and experts as they dive deep into the latest research.

Business

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Welcome to Conversations with CoreData, an Australian finance podcast featuring our team of researchers and experts as they dive deep into the latest research.

Business

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The Uncertain Future of the Advice Industry with Keith Cullen | Ep. 04

Conversations with CoreData

24 minutes 28 seconds

1 month ago

The Uncertain Future of the Advice Industry with Keith Cullen | Ep. 04

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.