Nick Wade: Driving from Beijing to Paris and stories in risk modelling

I chat with Nick, Director of Asia Pacific Marketing at Northfield Information Services, about the bubbles we live in socially, philosophically and professionally. Risk modelling has evolved to mirror active management and yet entails residual dogma and structural flaws in delivery and execution. In this fascinating conversation we unpack where AI will take financial services, the importance of time horizons and the better questions asset owners need to ask themselves in order to understand their portfolios.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.

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‘Data war’ a major roadblock to big productivity gains for advisers

‘Data war’ a major roadblock to big productivity gains for advisers

A standoff between platforms and advice businesses over who controls client data is holding back productivity gains that could transform the economics of advice. The Professional Planner Licensee Summit heard that platforms are sitting on client data that isn't theirs to keep and the industry can't reach its productivity potential until it changes.

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