Latest insights

Discover new opportunities through our collection of articles, special reports, news and webinars.

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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.

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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?

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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.

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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.

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Latest thinking

Sales and marketing

Using analogies to demonstrate your value to clients

Learn how to use analogies and metaphors with your prospects and clients to demonstrate your value, build trust and set yourself up for success.

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Innovation

Building tomorrow's advice firm

Hear from three financial advisers who share how they're future-proofing their business by managing shifts in consumer expectations.

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Investment strategies

Why emerging markets are too important to ignore

Learn how the emerging middle class may impact infrastructure for decades to come and the investment opportunities this may result in.

Watch the webinar recording

Technology

How advice documents are evolving with AI

Discover how financial advice documents are evolving with AdviceTech such as AI and machine learning.

Listen to the podcast

Special reports


Cultural trends

Cultural mega-trends that will impact financial advice

Explore three behavioural shifts that are happening right now, and how your business can evolve with them.

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Managed accounts

What life really looks like with managed accounts

We speak to advisers and experts as to how managed accounts are transforming advice.

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Innovation

Lessons from the UK financial advice reform

Investigate what Australian advisers can learn from their UK counterparts and their advice reform.

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Technology

2019 Netwealth AdviceTech research report

Examine the twenty-six technologies used by advisers in their practice – their adoption, benefits and suppliers.

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Understand the role managed accounts can play in your business and the important factors to consider prior to their implementation.

Discover the resources

Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.

Discover the resources

We’ve worked with some of Australia’s leading innovation experts to create a collection of resources to inspire creativity in your team.

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Understand the changes to Self Managed Super Funds and what to consider if you're thinking about winding one up.

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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.

Podcasts

 

Between Meetings with Matt Heine

Matt Heine, Joint 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.

 

The portfolio construction podcast

Our investment research team pick 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.

What life really looks like with managed accounts

In this special report, we examine how managed accounts are being used by advice practices, with a particular focus on how they improve customer engagement and business efficiencies.

Download the report

Webinars

Sales and marketing

Learn how to master the art of storyselling

Discover how to establish stronger personal connections and convert more prospects with stories.

Watch the webinar recording

Technology

The likely impacts of AI on your business and financial advice

Find out the likely impact of Artificial Intelligence on advice and learn how you can capitalise on any change.

Watch the webinar recording

Investment strategies

Why emerging markets are too important to ignore

Learn how the emerging middle class may impact infrastructure for decades to come and the investment opportunities this may result in.

Watch the webinar recording

Investment strategies

The role of alternative investments in a diversified portfolio

Learn how to look beyond stocks, bonds and cash and incorporate alternative assets into your portfolio. 

Watch the webinar recording