Insights
Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.
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Meet the Advisable Australian
Advisable Australian research
Netwealth’s Advisable Australian research looks to understand the wealth characteristics and attitudes of Australians 18+, with a focus on their changing needs and opinions towards financial advice relationships. The reports are based on our extensive Advisable Australian research data.
Get a deeper understanding of Australians and evolve your advice experience with our suite of Advisable Australian white papers, resources and tools.
Advisable Australian Report
Creating loyalty that lasts
Client expectations evolve—your approach must too. Our latest report reveals the 12 key drivers behind client retention, why satisfied clients still leave, and actionable strategies to keep them. Download it now to learn how to retain your clients for life.
Advisable Australian Report
Bridging the value gap to win new clients
Based on our 2024 Advisable Australian research and the latest behavioural science principles, learn to recognise the barriers to financial advice and overcome the challenges of converting prospects into clients by bridging the 'value gap'.
Netwealth IQ Webinar
Creating loyalty that lasts: How to retain clients for life
Watch this on-demand webinar developed with The Lab, and learn why ‘happy clients’ leave, and how to tailor services for different client segments through case studies.
AdviceTech trends to stay aware of
2024 AdviceTech
2024 AdviceTech Report: Building a culture for digital transformation
This report examines how the best businesses and advice firms continually invest in, deploy, implement, and roll out technology. Discover the principles and techniques for effectively integrating new technology into your business.
Download the report
2024 AdviceTech Buyers Guide
This guide allows you to benchmark your firm’s tech usage and adoption against high-performing 'AdviceTech Stars' and will explore more than 30 available AdviceTech solutions, including their key features, benefits, and top suppliers.
Download the guide
2024 AdviceTech Keynote
In this presentation, we draw on our latest AdviceTech research to introduce a new framework for advice firms to support their digital and technology transformation efforts. Learn how to shift culture, leadership, and capital allocation for digital transformation.
Watch the keynote
Netwealth IQ Trends: Short, sharp insights for busy advisers
Dive into the latest trends shaping the advice sector directly from your inbox. Based on Netwealth’s proprietary research, Trends is a bi-monthly newsletter for advisers full of the latest insights designed to inspire you to see wealth, your business and clients differently.
Latest thinking
Between Meetings
Decoding wealth with data
Andrew Inwood, Global CEO of CoreData, talks about the evolving landscape of financial planning, the impact of technology and data, and the importance of building strong client relationships.
Portfolio Construction Podcast Series
Global real estate insights: Navigating market cycles and opportunities
Explore global real estate for investment opportunities and market resilience, focusing on US economy, interest rates, and emerging themes like self-storage and senior housing.
Between Meetings
Engaging the next generation on their finances
Brett and Justin, co-founders of Flux Finance, share how they built a platform that is revolutionising financial literacy for young adults and now has a community of over 450,000 members.
Special reports
Family offices
Why your technology offer matters to family offices
Explore how your firm’s investment in technology can be offered to family offices to improve their operational efficiency, elevate reporting, and more.
Managed accounts
Managed accounts: Going the distance
Featuring case studies, insights from wealth practices, and managed account experts to serve as a roadmap to mastering managed accounts.
Advisable Australian
Women as the new face of wealth
Discover insights, opportunities and strategies to better service women and to significantly improve their financial experience and outcomes.
Sales & marketing innovation
Finding your treasure with Pirate Metrics
This whitepaper breaks down the entire client lifecycle into six distinct parts, providing valuable insights and new ideas to hopefully challenge your status quo.
Innovation
Netwealth Innovation Toolkit
We’ve worked with some of Australia’s leading innovation experts to create a collection of downloadable resources, workshops and tools to inspire creativity in your team. These simple exercises have been designed to help your business see innovation differently and identify new areas of enhancement.
Understand the role managed accounts can play in your business and the important factors to consider prior to their implementation.
Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.
We’ve worked with some of Australia’s leading innovation experts to create a collection of resources to inspire creativity in your team.
Understand the changes to Self Managed Super Funds and what to consider if you're thinking about winding one up.
Podcasts
Between Meetings with Matt Heine
Matt Heine, Chief Executive Officer & Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry.
Between Meetings with Matt Heine
The portfolio construction podcast
Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of wealth management professionals to uncover unique insights on the investment areas they are passionate about while also sharing fascinating stories and lessons from their experience.
The portfolio construction podcast
Important resources
- Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec
- EP 72: Global economic outlook and investment strategies for 2025 - Vanguard
- Ep 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion
- Ep 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management
Coming soon
CPD webinars: Adviser insights from industry experts
Join us for our CPD accredited webinars, as we share unique voices on a curated list of topics, featuring the latest research, expert advice, and insights on the latest trends, to keep you up to date on what truly matters.
Register
Engaging and educating the next generation
Join our CPD-accredited webinar, Flux Finance co-founders Brett and Justin Joffe will share the tools and techniques they’ve used to attract more than 90,000 young Australians to their award-winning app. Learn how to communicate financial concepts in a relatable way, use gamification to boost engagement, and set your advice business up for long-term success.
Watch
On-demand webinars
Catch up on valuable insights and spot the changes that matter by watching our recorded webinars. Whether you’re interested in industry trends, Advicetech updates, or expert discussions, our webinar library has something for everyone.
Netwealth IQ Webinar
Creating loyalty that lasts: How to retain clients for life
Watch this on-demand webinar developed with The Lab, and learn why ‘happy clients’ leave, and how to tailor services for different client segments through case studies.
Netwealth IQ Webinar
Future-proof your advice firm by learning how to adapt
Tané Hunter and Dara Simkin from Future Crunch, to learn how to build your business for the future by improving your Adaptability Quotient and incorporating the “power of play”.
Netwealth IQ Webinar
AdviceTech 2024: Building the digital advice firm of the future
Based on Netwealth’s 2024 AdviceTech Research this presentation will provide you with the building blocks to embed digital and technology transformation into the DNA of your firm like AdviceTech Stars do.
Netwealth IQ Webinar
What does ‘value for money’ mean for your prospective clients?
Learn key findings and insights on improving value perceptions to enhance client acquisition. The session covers the Netwealth Value for Money Model and practical tactics to convert prospects into clients using behavioural science tools and frameworks.
Cultural mega-trends that matter to financial advice
Article
How to build consumer confidence with trust
Trust is a commodity that companies covet. Gone are the days of blind confidence and loyalty based solely on brand familiarity.
Article
How spiritual enlightenment can shape your approach to clients
What’s the connection for financial advisers to spiritual enlightenment, a global mega-trend centred on finding meaning?
Article
Help consumers feel good with guilt-free goals
Doing good has become part of brand strategy as consumers across the globe look for ways to make an impact with their buying choices.
Article
Why the rise of the female matters to your advice business
The rise of females gives advisers an opportunity to take a new approach at empowering female customers and building financial literacy.
With change comes your chance to think differently
Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.
How to build your value proposition
Learn how to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend.
Best interest duty & platform advice
Explore why you need to look beyond price to meet your client needs and legal obligations when it comes to platform selection.
Managed accounts during volatility & beyond
Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.
How to attract & retain high new worth clients
Explore seven strategies to evolve your service offering and attract more high net worth individuals as clients.
Your own AFSL - What you need to know
Understand the benefits, challenges and tips for businesses looking to self-licence, and how to apply for your own AFSL.
How to choose the right dealer group
Identify the key criteria for assessing which dealer group you should join, and why price should be the least important factor.