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Latest insights

 

Between Meetings

Scaling advice with AI and avatars

Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, shares his take on AI, avatars & neuroscience in advice. Learn why listening is the new edge for future-ready financial advisers.

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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

The art of the short

In this episode, Paul O’Connor, Head of Investment at Netwealth, speaks with Dmitry Solomakhin, Portfolio Manager at Fidelity International, about Fidelity’s Global Long Short Fund. They explore its contrarian value strategy, disciplined shorting approach, and how AI trends are shaping stock selection and 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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