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. 


  • 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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