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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about.

Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience.

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Latest insights

 

Between Meetings

Sharpening 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.

Listen to the podcast


Business IQ webinar

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.

Watch the video

Portfolio Construction Podcast Series

Private credit: Navigating the risks and rewards

The episode is a must-listen for those looking to understand the nuances of private credit and its place in a well-rounded investment strategy. It’s an opportunity to gain insights into the sector’s key risks and discover where the most valuable opportunities may lie.

Listen to the podcast

Business IQ webinar

The future of WealthTech - a global perspective

Discover insights into the emerging technologies that will shape the wealth management industry, including blockchain, personal finance management, insurance tech, and smart apps.

Watch the video