In this edition of Business IQ, we delve into the demographics of the Emerging Affluent, a Millennial yet attractive future client for the wealth industry, offering customer insights and suggestions for those advice practitioners willing and able to service this growing segment of the market.

 

Our other articles cover a variety of topics from ethical investing and life insurance, to the changing nature of financial advice and how it's delivered, and are based on the latest interviews from our 'Between Meetings' with Matt Heine podcast series, in which Netwealth's Joint Managing Director talks to some of Australia’s most dynamic and experienced business leaders. We've distilled some of the most interesting and perceptive insights from the interviews, covering a range of issues such as:

• A seismic shift - Why Aussies are embracing ethical portfolios
• Bionic advice - Are you ready?
• Customer experience - The next frontier for managed accounts
• Segmenting clients - Start small, start simple, but start now
• An ecosystem of change - Meeting the evolving needs of high-net-worth clients
• 7 key trends - Investment trends advisers should know and use

 

We hope the articles provide invaluable insights that can help you navigate our ever-changing landscape.

 

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