Latest insights

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

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Latest thinking

Between Meetings with Matt Heine

Evolving risk-profiling and adopting goals-based advice

Discover how advice businesses can evolve risk profiling from a compliance tool to a meaningful solution for their clients.

Listen to the podcast

Value proposition

Providing advice to retirees

Discover insights on how to engage new and existing retiree clients, plus explore retirement income strategies and other advice considerations.

Download the report

Advice strategies

How advisers can evolve to goals-based advice

Learn the fundamental differences between traditional advice and goals-based advice, and how to turn this advice philosophy into a methodology for your business.

Watch the presentation

Investment strategies

How climate change and ESG factors are driving an investment shift

Learn about how climate change, ESG and other intangible factors are helping investors make better company valuations and more informed investment decisions.

Read the article

Upcoming webinar: Finding balance in a low-interest environment

Join Matt Sherwood, Head of multi-asset investment research at Perpetual, as he draws on lessons from the GFC to help investors navigate the current market conditions and develop portfolio construction strategies to achieve income and lifestyle goals in the current low-interest environment.

Register for the webinar

Special reports


Value proposition

Providing advice to retirees

Discover insights on how to engage new and existing retiree clients, plus explore retirement income strategies and other advice considerations.

Download the report


Value proposition

Next-generation advice needs

As we prepare for the largest inter-generational transfer of wealth in history, who are the next-gen clients and how do you reach them?

Download the report


Value proposition

Attracting & retaining high net worth clients

Explore seven strategies to evolve your service offering and attract more high net worth individuals as clients.

Download the report


Technical strategies

Next steps in super strategy

This guide explores four super strategies designed to elevate your superannuation advice in 2020 and beyond.

Download the report

Toolkits

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.

Discover the resources

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

Discover the resources

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

Advice strategies

How to evolve to goals-based advice

Learn the fundamental differences between traditional advice and goals-based advice, and how to turn this advice philosophy into a methodology for your business.

Watch the presentation

Advice strategies

Are you maximising the government's COVID-19 financial aid for your clients?

Learn practical strategies to help you and your clients take advantage of the government's COVID-19 financial packages from Netwealth's Keat Chew.

Watch the presentation

Investment strategies

Economic outlook: what risks investors need to consider

Hear from Schroders as they provide a macro analysis of the global economy and share their views on what a post-COVID-19 recovery might look like.

Watch the presentation

Investment strategies

Re-focusing on fixed income in a low-yield environment

Learn about how including fixed income strategies in your investment portfolio can help diversify sources of return and allow for more robust risk management. 

Watch the webinar

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.

Read the article

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?

Read the article

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.

Read the article

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.

Read the article

 
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