What Will Financial Advice Look Like in the Future?

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Conversations with CoreData

CoreData

6 episodes

3 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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What Will Financial Advice Look Like in the Future? | Ep. 05

Conversations with CoreData

32 minutes 42 seconds

4 weeks ago

What Will Financial Advice Look Like in the Future? | Ep. 05

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.