Licensee Summit

Andrew Inwood, Manuel Damianakis: Where we’re heading: Unique research insights

CoreData’s founder and managing director looks into the minds of advisers, drawing on field research gathered during recent months as the crisis situation has emerged.

View Andrew’s presentation slides here. 

Speakers:

  • Andrew Inwood, founder and principal, CoreData
  • Moderator: Manuel Damianakis, head of retail business, Franklin Templeton

Take the QUIZ to earn your CPD points

Question 1
* What percentage of financial planners are licensed by large institutions according to CoreData’s Andrew Inwood?
Question 2
* Likeability is for what, according to Andrew Inwood?
Question 3
* How many authorised reps does Andrew Inwood say it takes with HNW clients to offer scale?
Question 4
* Franklin Templeton has approximately how much under management in USD?
Question 5
* What does Andrew Inwood think is running the financial advice industry at the moment?

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