Insights
Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.
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Just launched: Netwealth’s 2025 AdviceTech Report - Turning data into growth
The convergence of a tech boom and a data boom are reshaping the way advice is delivered. Are you turning that change into growth? This year, see how leading firms are embedding automation, dashboards and AI into daily workflows and get the practical playbook to do the same.
Meet the Advisable Australian
Advisable Australian research
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.
Advisable Australian Report
Creating loyalty that lasts
Client expectations evolve—your approach must too. Our latest report reveals the 12 key drivers behind client retention, why satisfied clients still leave, and actionable strategies to keep them. Download it now to learn how to retain your clients for life.
Advisable Australian Report
Bridging the value gap to win new clients
Based on our 2024 Advisable Australian research and the latest behavioural science principles, learn to recognise the barriers to financial advice and overcome the challenges of converting prospects into clients by bridging the 'value gap'.
Netwealth IQ Webinar
Creating loyalty that lasts: How to retain clients for life
Watch this on-demand webinar developed with The Lab, and learn why ‘happy clients’ leave, and how to tailor services for different client segments through case studies.
Innovation
Innovation is no longer a luxury—it’s a competitive advantage.
In a fast-changing advice landscape, the firms that thrive are the ones that adapt and innovate. That’s why we’ve created a suite of practical tools, workshops, and real-world examples to help you embed innovation into your business—no matter your size or structure.
Whether you're rethinking your pricing model, improving client engagement, or refreshing your brand, our new report, Innovation starts with curiosity, and companion presentation, will help you take the next step.
Plus, you can access Netwealth’s open-source innovation toolkit to run workshops and build a culture of innovation in your team. These exercises are simple, effective, and built to help you see innovation differently.
Whether you're rethinking your pricing model, improving client engagement, or refreshing your brand, our new report, Innovation starts with curiosity, and companion presentation, will help you take the next step.
Plus, you can access Netwealth’s open-source innovation toolkit to run workshops and build a culture of innovation in your team. These exercises are simple, effective, and built to help you see innovation differently.
Read
Netwealth IQ Report: Innovation starts with curiosity
From pricing models and client engagement to brand and service delivery, innovation is key to staying competitive. Netwealth’s latest whitepaper, Innovation starts with curiosity, breaks down 10 types of innovation—based on Deloitte’s framework—and shows how advice firms can apply them. Inside, you’ll find real-world examples from Charles Schwab, McDonald’s, and Amazon; wealth-specific strategies, like freemium services and ecosystems, across 10 innovation areas; and tools to help you run innovation workshops with your team.
Download the guide
Watch
Netwealth IQ Webinar: 10 ways to rethink your advice business
Innovation is often misunderstood as expensive, risky or only for big firms—but that’s not the case. In this presentation, Simon Mason, Regional Sales Manager at Netwealth, will show you the 10 types of innovation (and how to apply them in your firm); examples from advice practices improving workflows, touchpoints and services; tools for small, low-cost improvements that make a big impact; and how to spark meaningful innovation across your team - without disruption.
Watch the presentation
Workshop
Netwealth Innovation Toolkit: Inspire creativity through collaboration
Reimagine your advice practice with Netwealth's practical 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.
Download the resources
Netwealth IQ Trends: Short, sharp insights for busy advisers
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.
Latest thinking
Between Meetings
Simplifying technology and processes to scale firms
Danni Le Grande, Head of IFA Consulting at Finura Group, discusses how simplifying processes, managing tech fatigue, and aligning people-first change are key to scaling advice firms successfully.
Portfolio Construction Podcast Series
Fads, frauds & forgotten stocks in global small caps
A deep dive into global small caps, exploring how to uncover opportunities and manage risks. The session also covers regulatory impacts, sector trends and the importance of patience and research.
Between Meetings
Supercharging self-licensed firms
Kon Costas, Managing Director of The Principals' Community shares his journey from the early days at Westpac to leading one of the most influential self-licensed adviser communities in Australia.
Special reports
Innovation
2025 Study Tour Report - Future Advice
From scaling advice with AI to bringing purpose to the heart of your value proposition, discover how leading US firms are evolving advice with technology, culture, private markets and purpose.
AdviceTech
Building a culture for digital transformation
This report examines how the best businesses and advice firms continually invest in, deploy, implement, and roll out technology. Discover the principles and techniques for effectively integrating new technology into your business.
Managed accounts
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.
Advisable Australian
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.
Podcasts
Between Meetings with Matt Heine
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.
Between Meetings with Matt Heine
The portfolio construction podcast
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.
The portfolio construction podcast
Important resources
- EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors
- EP 76: Fads, frauds & forgotten stocks in global small caps- APIS Capital Advisors
- EP 75: Currency hedging, the AUD and managing USD exposure – Rochford Capital
- EP 74: The art of the short - Fidelity International
Webinars
CPD and on-demand webinars: Adviser insights from industry experts
Join us for our CPD accredited and on-demand 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.
Upcoming
Join Sophie Firminger, Head of Technology Sales & Consulting at Netwealth, as she unpacks the findings of the 2025 AdviceTech Report. Learn how the six key trends are reshaping advice, see real-world examples, and discover how you can put the playbook into practice.
Watch
Netwealth IQ Webinar
Innovation starts with curiosity: 10 ways to rethink your advice business
Watch to learn this proven framework helping advice firms evolve pricing, delivery and client experience, with real examples and practical tools to improve workflows and grow.
Netwealth IQ Webinar
Beyond the hype: How to actually use AI in your advice practice
Join business coach Dean Holmes for a practical walkthrough of how AI is actually being used in advice businesses—no fluff, just tools and workflows that save time.
More resources
From managed accounts to innovation strategies, discover resources that give you clarity, confidence, and actionable insights to move your business forward.
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.
Cultural mega-trends that matter to financial advice
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.
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?
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.
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.
With change comes your chance to think differently
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.