Insights

Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.

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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.

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

Just launched: Netwealth’s 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.

Download now

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.

Download the report

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'.

Download the report

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.

Watch the video

AdviceTech trends to stay aware of

2024 AdviceTech

2024 AdviceTech Report: 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.

Download the report

2024 AdviceTech Buyers Guide

This guide allows you to benchmark your firm’s tech usage and adoption against high-performing 'AdviceTech Stars' and will explore more than 30 available AdviceTech solutions, including their key features, benefits, and top suppliers.

Download the guide

2024 AdviceTech Keynote

In this presentation, we draw on our latest AdviceTech research to introduce a new framework for advice firms to support their digital and technology transformation efforts. Learn how to shift culture, leadership, and capital allocation for digital transformation.

Watch the keynote

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.

Learn more and subscribe

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.

Listen to the podcast

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.

Listen to the podcast

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. 

Listen to the podcast

Special reports

Family offices

Why your technology offer matters to family offices

Explore how your firm’s investment in technology can be offered to family offices to improve their operational efficiency, elevate reporting, and more.

Download the report

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.

Download the report

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.

Download the report

Sales & marketing innovation

Finding your treasure with Pirate Metrics

This whitepaper breaks down the entire client lifecycle into six distinct parts, providing valuable insights and new ideas to hopefully challenge your status quo.

Download the report

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.

Discover the resources

Our collection of guides and resources to help you navigate and capitalise on the changing financial advice landscape.

Discover the resources

We’ve worked with some of Australia’s leading innovation experts to create a collection of resources to inspire creativity in your team.

Discover the resources

Understand the changes to Self Managed Super Funds and what to consider if you're thinking about winding one up.

Discover the resources

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.

 

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.

Watch

On-demand webinars

Catch up on valuable insights and spot the changes that matter by watching our recorded webinars. Whether you’re interested in industry trends, Advicetech updates, or expert discussions, our webinar library has something for everyone.

Netwealth IQ Webinar

Innovation starts with curiosity: 10 ways to rethink your advice business

Watch to learn this proven innovation framework helping advice firms evolve pricing, delivery and client experience, with real examples and practical tools to improve workflows, engage clients and grow.

Netwealth IQ Webinar

From ad-hoc to always-on: marketing that drives growth

Watch this webinar as we share a phased, practical approach to building scalable advice marketing to help you create a marketing engine for your advice practice.

Watch the video

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.

Watch the video

Netwealth IQ Webinar

Culture that performs: driving high performance in practices

Join Netwealth and Culture Amp’s Chief People Officers as they share insights on how leadership, wellbeing and culture can shape the future for high-performing advice teams.

Watch the video

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.

Read the article

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?

Read the article

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.

Read the article

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.

Read the article

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.

Download guide

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.

Download guide

Managed accounts during volatility & beyond

Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.

Download guide

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.

Download guide

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.

Download guide

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.

Download guide