Insights

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

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Netwealth 2020 AdviceTech Report

 

2020 Netwealth AdviceTech report

In the fourth Netwealth AdviceTech Report, explore how leading businesses approach the task of planning and investing in AdviceTech.

Download the report

2020 AdviceTech Suppliers guide

Find out which AdviceTech suppliers are the most popular and understand key features and benefits for advice firms.

Download the guide

AdviceTech demos & events

Watch our AdviceTech presentations including a roundtable event with AdviceTech Stars & demos from 15 local & global AdviceTech suppliers.

Watch the presentations

Fast-track your AdviceTech roadmap

A workshop designed to help you prioritise technology against business objectives to develop an AdviceTech roadmap.

Access the workshop

Latest thinking

AdviceTech

Learn how to become an AdviceTech Star

Matt Heine leads a roundtable discussion with three AdviceTech Stars on how they plan, choose and deploy AviceTech in their business and which technologies have generated the greatest business and client benefits.

Watch the webinar

AdviceTech Leaders Series

AdviceTech Leaders Series - Fraser Jack

Fraser Jack, Head of Partnerships at Advice Intelligence chats to Matt about how advice firms can start their own podcast, how you can build more in-depth relationships with your clients through goals-based advice and the future of advice.

Listen to the podcast

Business management

Ensuring an ethical practice with the FASEA Code of Ethics

Understand how the FASEA Code of Ethics fits into an ethical advice practice and examine the various statutory and common law obligations designed to bring about the efficient, honest and fair provision of financial product advice.

Watch the presentation

Portfolio Construction Podcast Series

Why now might be time to reconsider the role of value investing

Hear from Dr Graeme Shaw, Director of Orbis Australia who shares his experiences from the last two decades as a contrarian investor and why investors should look towards value stocks over high-growth.

Listen to the podcast

Upcoming events

Upcoming webinar: The four crucial considerations when choosing suppliers and licensees

Join Encore Advisory Group's Tom Reddacliff, as he shares a framework and key criteria to consider when selecting a long term business partner - whether that be a licensee, asset consultant or technology provider.

Special reports


AdviceTech

2020 Netwealth AdviceTech Report

Discover how successful AdviceTech firms are using technology in ways that bring tangible benefits to themselves and their clients.

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


Value proposition

Next-generation advice needs

As we prepare for the largest inter-generational transfer of wealth in history, who are the next-gen clients and how do you reach them?

Download the report


Value proposition

Attracting & retaining high net worth clients

Explore seven strategies to evolve your service offering and attract more high net worth individuals as clients.

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

Our investment research team pick 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.

Download the report

Webinars

AdviceTech

Learn how to become an AdviceTech Star

Matt Heine leads a roundtable discussion with three AdviceTech Stars on how they plan, choose and deploy AviceTech in their business and which technologies have generated the greatest business and client benefits.

Watch the webinar

Business management

Ensuring an ethical practice with the FASEA Code of Ethics

Understand how the FASEA Code of Ethics fits into an ethical advice practice and examine the various statutory and common law obligations designed to bring about the efficient, honest and fair provision of financial product advice.

Watch the presentation

Investment strategies

Exploring the opportunities and challenges in fixed income investing

Hear from Daintree Capital as they share their insights on building a fixed income portfolio, considering term deposits, fixed income funds, absolute returns funds, listed hybrids and more.

Watch the presentation

Investment strategies

Dissecting listed infrastructure in the new world

Hear from Magellan as they share their insights on the current state of the listed infrastructure sector, including the recent performance, outlook, and future opportunities for investors.

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