Latest insights

Discover new opportunities through our collection of articles, special reports, news and webinars.

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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.

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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?

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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.

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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.

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Latest thinking

Cultural trends

Industry trends financial advisers should know

Discover the current trends shaping the advice landscape from Andrew Inwood, principal of CoreData.

Listen to the podcast

Cultural trends

Adapting to change: How to future-ready your practice

Explore what you should be doing to position your business for growth and success with Jason Andriessen from Coredata, 

Watch the presentation

Advice strategies

The human dimension of family business succession planning

Learn about the skills required to play an effective part in family-business succession planning.

Read the article

Investment strategies

How our demand for data is creating investment opportunities

Learn about how a global increase in data consumption is creating unique investment opportunities in the listed in infrastructure sector. 

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Special reports


Technical strategies

Next super steps

This guide explores four super strategies designed to elevate your superannuation advice in 2020 and beyond.

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Value proposition

How to attract and retain high net worth clients

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

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Cultural trends

Cultural mega-trends that will impact financial advice

Explore three behavioural shifts that are happening right now, and how your business can evolve with them.

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Managed accounts

What life really looks like with managed accounts

We speak to advisers and experts as to how managed accounts are transforming advice.

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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

Business management

Practical steps to building an estate planning offering

Discover the practical benefits of an estate planning offering and learn practical steps to capitalise on this commercial opportunity.

Watch the presentation

Cultural trends

Adapting to change: How to future-ready your practice

Explore what you should be doing to position your business for growth and success with Jason Andriessen from Coredata, 

Watch the webinar

Investment strategies

2020, the latest developments in Environment, Social and Governance investing

Learn about the current themes in ESG investing, recent regulatory changes and the key ESG factors that investors need to understand in 2020.

Watch the webinar

Investment strategies

2020 economic outlook with Roger Montgomery

Hear Roger Montgomery share his key market insights and opportunities for equity investors in 2020.

Watch the webinar