In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice.
Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information.
The pair discuss:
- How data-driven insights have revolutionised investment strategies and platform choices.
- The opportunities and potential pitfalls of integrating AI into financial advice.
- The risks and challenges of navigating a complex data landscape.
