The future of advice

Insights from industry leaders who share the opportunities they see for financial advisers.

Over the past 12 months, Matt Heine, Joint Managing Director of Netwealth, interviewed some of Australia’s most dynamic and experienced business leaders in his 'Between Meetings' podcast series discussing the opportunities and challenges facing financial advisers and the wealth industry as a whole.

In our latest Business IQ magazine, we've distilled some of the most interesting and perceptive insights from the interviews, covering a range of issues such as:

  • Customer trends advisers shouldn't ignore - with Andrew Inwood, Principal of CoreData
  • The changing face of financial advice firms - with Mark Hoven, CEO of Adviser Ratings 
  • What makes an advice business attractive - with Paul Barret, CEO of AZ NGA
  • Plus a special feature on how the disruption of Covid-19 has opened up new opportunities in digital client engagement

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

 

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