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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 indus…
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 …
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…
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 …
CoreData's Managing Director Craig Phillips sat down with David Sokulsky, Founder, CEO and CIO of Carrara Investment Management, to talk about the state of the Australian funds management industry. In this wide-ranging conversation, Craig and David discuss the growing popularity of alternative ass…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra CoreData, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.