Netwealth IQ Insights

Accelerating 2026

What advice firms need to prioritise next

Get the essential insights from the Netwealth Accelerate Summit 2025, and discover what needs to accelerate as you plan for 2026.

Download the insights summary
Overview

The advice profession is entering a defining period.

Demand for financial advice continues to rise, while adviser capacity, evolving client expectations, and regulatory pressures place increasing strain on traditional models.

At the Netwealth Accelerate Summit 2025, advisers and leaders discussed the profession's response and key momentum areas for the next 12 to 24 months. These insights, originally from Professional Planner, are brought together to offer a snapshot of the forces shaping advice and the priorities to accelerate next.

 

What’s inside:

  • Bridging the advice gap: Evolving advice to support access, quality, and sustainability amid rising demand and fewer advisers.
  • Building resilient advice firms: Practical tips on business planning, client satisfaction, and viability.
  • How technology is driving advice forward: Realities of implementation, AI applications, and intentional tech use.
  • Engaging the next generation: Adapting communication and services to build trust with younger clients
  • + more

 

Fill in the form and download the insights summary to accelerate your 2026.

Download

Complete the form to download your complimentary copy.

By submitting your details, you agree to receive further marketing communications from Netwealth. It is, however, possible to unsubscribe from within each communication received, by clicking the unsubscribe link at the bottom of the email. Alternatively, you can visit the following webpage or contact us on 1800 888 223 and ask to be unsubscribed. Please visit our website www.netwealth.com.au to read our Privacy Policy. By clicking Download, you agree to our Terms & Conditions.

Looking ahead

Join us at Accelerate Summit 2026

Each year, the Netwealth Accelerate Summit brings advisers, industry leaders, and partners together to explore how advice can evolve thoughtfully and sustainably. Join the conversations and connections that inspire new ideas this year firsthand!

Register your interest to receive updates on Accelerate Summit 2026, including program highlights, speaker announcements, and early registration access. We look forward to welcoming you.

 

Register now