Insights
Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.
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.
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.
Explore the changing wealth needs and financial advice relationship expectations of Australians aged 18+, learn about what will keep them happy.
Discover insights, opportunities and strategies to better service women and to significantly improve their financial experience and outcomes.
Understand the types of people that are more likely to invest responsibly, and the types of investments they are interested in.
Learn the nuances that define older HNW investors, how to attract, advise and service them with seven important opportunities or tactics.
Get a playbook on how to attract, manage and retain the digital savvy largely Gen-Y Emerging Affluent market.
Embrace a new framework for understanding Australian investors beyond simply their life-stage and affluence, using a behavioural perspective.
Download Netwealth's AdviceTech report, Humans and Machines, provides a detailed examination of the role artificial intelligence (AI) and adjacent technologies will have for advice firms. We draw on extensive research to provide areas of focus, detailed examples and useful tips so you can deploy AI successfully into your practice today.
Download the reportThis report is based on research from 250+ advice firms and provides valuable information on pivotal technologies and trends in Australia. It allows you to benchmark your tech usage and supplier adoption against high-performing 'AdviceTech Stars' while exploring 30+ available AdviceTech solutions, including their key features, benefits, and top suppliers.
Download the guideSharpening advice firms for a competitive edge
Dean Lombardo, Founder & Principal of Effortless Engagement, talks through his unique method of evaluating client progression and confidence, the benefits of goals-based planning and how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.
Rising interest rates and the return of Australia’s two-speed economy
Listen to WaveStone Capital’s Portfolio Manager Catherine Allfrey as she discusses the divergent paths for resources, financials and industrials and the opportunities available to investors as the interest rate cycle normalises.
Expanding horizons with alternative assets
Lawrence Calcano, Chairman & CEO of iCapital, shares his experiences of growing the business, emphasises the importance of having a strong culture, explains why alternative investments are gaining popularity to help investors achieve their long-term goals and bringing this to Australia through the partnership with Netwealth.
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: Going the distance
Featuring case studies, insights from wealth practices, and managed account experts to serve as a roadmap to mastering managed accounts.
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.
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.
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.
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.
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.
Unpack the legal framework that applies to you when it comes to advising clients on which super and investment platform they should use.
Four complex technical advice strategies and beyond presented in a practical and easy to understand manner.
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.
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.
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.
Ex-FBI agent shares how to stay safe from cyber crime
Join Jeff Lanza, an ex FBI Agent as he shares with us how criminals try to steal our identities and commit cyber fraud, and learn how to minimise the real world cyber risks for you and your clients.
What does value for money mean for your clients
Join the Advisable Australian webinar, where we delve into the intricacies of value perception and explore the factors that can shape it, to help you better understand what drives customer decision-making.
Retirement planning, readiness and income preferences
Join Pat Spenner, he study’s architect and Head of Strategy at Capital Preferences, as he shares the best steps advisers can take to boost retirement confidence for their clients.
2024 Netwealth's AdviceTech report keynote
Register for our keynote presentation which will explore the latest technology trends and themes for our upcoming 2024 AdviceTech report and learn how to unlock the potential of AdviceTech for your advice firms.
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.
A practical guide to implementing managed accounts
Learn from advice firms, asset consultants, and Netwealth’s own team about implementing managed accounts, overcoming challenges, and maximising benefits.
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.
What Australians want from their advice relationship
Learn about the crucial elements clients value in advice, observe trends in portfolios and digital engagement, and uncover expectations for investment strategies and advisor communication.
Technology that will shape wealth management
Discover how technology is revolutionising the wealth management industry and adviser-client relationships, with insights from expert Greg Smith on future trends and innovative companies.
Cracking the code to building a more efficient advice firm
In this video, Lana Clarke, Senior Consultant at Elixir Consulting presents key findings of crafting high-performance teams and optimising operational efficiency for financial advisers
Optimise your pricing model
Rob Jones, Co-Founder and Owner of Peloton Partners, shares key insights and observations on advice pricing models, to help you find the right balance between the value provided to your clients and the cost they are willing to pay.
The new retirementality - exit or change lanes?
In this session, Jacquelyn Mann shares a fresh perspective from which financial advisers can talk with their clients about retirement, as well as provide tools designed to help those clients find and fund their retirement lifestyles.
Unlocking the potential of humans and machines with AI
Learn where AI is taking us and what advisers can do to prepare for the future and supercharge their advice firm; and how AI and other adjacent technologies can transform the way we work and service clients.
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.
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?
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.
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.
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.