Insights
Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.
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 guideIn 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.
Partnering with purpose to create a better world
Jean Oelwang, CEO of Virgin Unite, relates how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, shares stories from her book on Partnering of people and companies who have connected with purpose, and expands on the opportunity for businesses to change the world.
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.
Scientifically revealing client preferences for personalised advice
Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, break down the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, multi-dimensional social preferences, and advising the modern couple.
Managed accounts: Going the distance
This guide features 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 report
A significant shift in wealth to women is happening due to several macro-economic factors, yet women are still underserved by the wealth industry. Netwealth’s 2023 Advisable Australian report provides insights and opportunities for wealth managers to better service women and to significantly improve their financial experience and outcomes.
Pirate Metrics Whitepaper
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.
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.
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.