Latest insights

Between Meetings

Decoding wealth with data

Andrew Inwood, Global CEO of CoreData, talks about the evolving landscape of financial planning, the impact of technology and data, and the importance of building strong client relationships.

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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.

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Portfolio Construction Podcast Series

Beyond traditional assets: Building an alternatives allocation for wholesale investors

In this episode, Nathan Lim, Chief Investment Officer at Lonsec Investment Solutions, explains Lonsec's approach to alternatives, distinguishing between defensive and growth assets based on their volatility. They discuss the opportunities and risks of different alternatives, as well as the impact of the economic landscape on portfolio construction.

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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.

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