What Will Financial Advice Look Like in the Future? | Conversations with CoreData 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 Managed Accounts, and how the advice industry is going to transition into the future.

00:00 Challenges facing the advice industry in Australia
8:00 Rise of alternative assets
13:30 The evolution of Managed Accounts
18:29 The AI and digital transformation of investing platforms
24:27 The true pricing of platforms
26:31 The next steps for investment platforms
28:50 Geopolitical risks and macroeconomic shocks

Learn about CoreData here: https://coredata.com.au/
Learn more about Praemium's offerings here: https://www.praemium.com/

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Music: Luge by Geographer.

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