Home>Events>Licensee Summit>2020 Licensee Summit>Andrew Inwood, Manuel Damianakis: Where we’re heading: Unique research insights
2020 Licensee Summit

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

Claudia GuestJune 1, 2020 | 7.55pm
Save Article

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?

Please select here if you would like your CE/CPD hours uploaded to your existing MyCE record with Portfolio Construction Forum*.

*By selecting 'yes' please note that we will share your contact details with Portfolio Construction Forum.

Share This Article