Insights
Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.
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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.
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.
Latest: Bridging the value gap to win new clients
This report is based on our latest Advisable Australian research and uses the advancements in behavioural science to help you convert prospects into clients by bridging the ‘'value gap.’
Understand Australian advice clients better
Explore the changing wealth needs and financial advice relationship expectations of Australians aged 18+, learn about what will keep them happy.
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.
Latest thinking
Between Meetings
Embracing play at work to innovate and collaborate
Tane Hunter and Dara Simkin discuss their unique career paths and collaboration on Future Crunch, a thought-leadership and research company that explores the frontiers of science and technology, and shares stories of human progress.
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
Keeping wealth and succession in the family
Philip Pryor, Founder & CEO at Family Business Central, chats through the emotional and logistical challenges families in business face, why fairness in family enterprises doesn't always mean equality, and the importance of preparing the next generation through specific activities.
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.
Toolkits
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.
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.
Technical advice strategies
Advice Foundations
Presentation: Simple but effective technical strategies
In this session, Keat Chew, Head of Technical Services at Netwealth, considers simple technical advice strategies that can be used to effectively improve clients financial situation in super.
Advising on platforms - looking beyond cost
Unpack the legal framework that applies to you when it comes to advising clients on which super and investment platform they should use.
Reshaping the future - technical advice strategies
Four complex technical advice strategies and beyond presented in a practical and easy to understand manner.
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 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management
- EP 68: The new face of private equity - HarbourVest Partners
- Ep 67: Unlocking growth: Strategic small cap investing - Prime Value
- Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors
CPD webinars: Adviser insights from industry experts
Join us for our upcoming 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
Creating consistent marketing materials in Canva
Join Rebecca Flint, a Canva verified expert (one of 65 worldwide), and learn how to make your marketing tasks easier and even a little more fun. She will share best practices for creating consistent marketing content, from collateral to websites, newsletters to client presentations.
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.