We welcome back Andrew Inwood, CEO of CoreData - a leading research and strategy consulting company in financial services with global reach in 7 offices worldwide. This week we venture back into what HNWI (high net worth individuals) are doing with their money. Why? Simple really, CoreData's research clearing tells us the rich/ultra rich are about 90 days ahead of the investing curve, so understanding what they're doing helps us mere mortals invest better and hopefully see the trends they are seeing. What's interesting now is how AI is taking centre stage, and yes, there is still a place for a financial adviser in among the techology fest, here on Dollars & Making Sense.
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