6 days

AdviceTech Podcast #5 – Netwealth AdviceTech Report

SERIES :

AdviceTech Podcast

Share :

Share on linkedin
LinkedIn
Share on twitter
Twitter

Proudly sponsored by Netwealth. In this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth’s 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space.

Netwealth AdviceTech Report
Matt Heine LinkedIn
Curiosity Corner (Tango) website
Peita Diamantidis LinkedIn

Unlock the potential of your wealth business with Netwealth.

Join the XY platform:
App Store
Google Play
Desktop

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Education podcasts
https://www.xyadviser.com/disclaimer/

DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.