Basis Points Entering the golden age of financial advice with Andrew Hewison | Hewison Private Wealth
Are we entering a golden age of financial advice? This adviser certainly thinks so.
Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth.
In our conversation, we cover:
- The biggest changes in the advice landscape over the past 20 years
- Why Hewison Private Wealth uses IMAs over SMAs and model portfolios
- The best uses of AI Andrew has seen across the advice industry
- The operations of Hewison Private Wealth's in-house investment committee
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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).
To claim your points, complete the CPD Quiz and we'll send you your certificate.
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Basis Points would not be possible without the support of our three launch partners:
- Orbis - Invest differently
- Milford Asset Management - Invested in the outcome
- CBOE - Local market, global opportunities
Thank you to all three partners for helping us keep all of our content free and accessible.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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