Insights
Discover new opportunities with our collection of special reports, articles, presentations, podcasts and more.
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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.
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.
Latest thinking
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.
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
Crafting a 25-year overnight success
From his family escaping Nazi Germany to founding a platform now worth $100bn+ in funds under administration, Michael Heine, founder of Netwealth, shares his highs, lows, and timeless lessons in business and life. A story of grit, risk, and legacy.
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.
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.
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.
Innovation
Netwealth 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.
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.
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
Webinars
CPD webinars: Adviser insights from industry experts
Join us for our CPD accredited 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.
Register
Innovation starts with curiosity: 10 ways to rethink your advice business
Join Simon Mason to discover the 10 Types of Innovation—a proven framework helping advice firms evolve pricing, delivery and client experience. This session provides real examples and practical tools for advice firms looking to improve workflows, engage clients and grow.
Watch
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.
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.
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.