Insights

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

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Netwealth's 2021 AdviceTech Report

The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.

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Portfolio Construction Trend Hunters

Catch up on our recent conference and watch 30 of the brightest minds in the Australian portfolio construction landscape explore emerging trends and investment opportunities. Each 45-minute session is fast-paced, giving you ideas from 3 Trend Hunters and their organisations, on ten topics from private label managed accounts to impact investing to finding yield in a low-interest environment.

Advice Foundations

Advising on platforms - looking beyond cost

Unpack the legal framework that applies to you when it comes to advising clients on which super and investment platform they should use.

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Watch the summary presentation

Reshaping the future - technical advice strategies

Four complex technical advice strategies for 2021 and beyond presented in a practical and easy to understand manner.

Check out our resources 

2021 Federal Budget for financial advisers

A technical summary of the changes that matter for Australian financial advisers and their clients.

 

Watch the summary presentation

Read the overview

Meet The Advisable Australian

The Advisable Australian is almost half of Australia's population who are the most likely to use or seek financial advice today.  They are aged over 30 years old and are defined not just by their wealth, but several important factors, such as their financial literacy and resilience.

47.4% of the population are Advisable Australians

$9.7 trillion total household wealth held by Advisable Australians

24.5% are open to receiving financial advice in the next 3 years

65.7% seek advice sooner if found an adviser they could trust

To help advisers better understand who the Advisable Australian are, Netwealth surveyed over 1,000 people and developed a comprehensive two-volume Report.

The Advisable Australian (Volume 1)

A new way to think about Australian investors

Explore the Six Dimensions Customer Framework, which is a new way to think about the profile of investors, beyond the typical lens of life-stage, wealth and risk.  It examines such things as financial literacy, investing attitudes and saving habits, financial wellbeing, as well as digital savviness and the propensity to use financial advisers.

The Emerging Affluent (Volume 2)

The fight for the future market

Explore The Emerging Affluent –  a younger, well-educated, mostly professional Advisable Australian who have tremendous potential as financial advice clients both now and in the future.  This report is a playbook on how to attract, manage and retain The Emerging Affluent.

Latest thinking

Between Meetings

Exploring ESG, impact investing and the megatrend of net zero

Kate Temby, Independent Director of Netwealth and Partner at Affirmative Investment Management, discusses ESG and impact investing, the various shades of green investing and ‘greeniums’, net zero and transition finance.

Listen to podcast

Advice strategy

What does the 2021 Federal Budget mean for you and your clients?

Hear from Netwealth's Head of Technical Services, Keat Chew, as he analyses the historic 2021 Federal Budget announcement to determine key action points for financial advisers.

Watch the presentation

Portfolio Construction Podcast Series

Growth and income opportunities with AREITs? 

Australian Real Estate Investment Trusts (AREITs) have been one the biggest beneficiaries of the changing economy over the last 12 months. In this episode, we explore upcoming challenges and opportunities in the sector and how investors can gain a potential source of income and growth from AREITs.

Listen to the podcast

Between Meetings

Using technology to deliver hyper-personalised experiences

Greg Kirk, Executive Chairman of Implemented Portfolios, discusses leadership traits in a pandemic, the challenges of the digital only world on workplace culture and the importance of using technology to deliver hyper-personalised client experiences.

Listen to podcast

Special reports

Business IQ - Edition 3

Business IQ Magazine - August 2021

Meet the emerging affluent - a story about the game changing Millennials taking advice by storm, and explore insights from Matt Heine's Between Meetings podcast series with business leaders.

Download the magazine

Advisable Australian

Introducing the Emerging Affluent: Fight for the future market

This report is a playbook for financial advisers on how to attract, manage and retain the digital savvy Emerging Affluent.

Download the report

Managed accounts

Managed accounts during volatility and beyond

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

Download the report

Advice strategies

Advising on platforms - looking beyond cost

Unpack the legal framework that applies to you when it comes to advising clients on which super and investment platform they should use.

Download the report

Toolkits

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

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.

Podcasts

 

Between Meetings with Matt Heine

Matt Heine, Joint 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.

What life really looks like with managed accounts

In this special report, we examine how managed accounts are being used by advice practices, with a particular focus on how they improve customer engagement and business efficiencies.

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Webinars

Business management

Strategies to improve personal and business productivity

Hear from author and podcast host Rob Hartnett, as he shares the champion mindset for change and the five things you can do now to improve your personal and business productivity.

Watch the presentation

Business management

Best practices in selecting a licensee, asset consultant or tech provider

Hear from Encore Advisory Group's Tom Reddacliff, as he shares a framework & key criteria to consider when selecting a long term business partner such as a licensee, asset consultant or technology provider.

Watch the presentation

Portfolio Construction

Micro-cap companies and their investment potential

Hear from Ellerston Capital as they share an outlook on the Australian micro-caps sector, where the investment opportunities lie in the next 12 months and the key criteria to consider when researching and selecting micro-caps.​

Watch the webinar

Portfolio Construction

2021 investment opportunities with Roger Montgomery

Hear from Roger Montgomery on whether there is a silver lining to the uncertainty of recent times and if conditions are set to boom in infected economies.

Watch the presentation

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

 

View all resources