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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about.

Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience.

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Latest insights

 

Between Meetings

Supercharging self-licensed firms

Kon Costas, Managing Director of The Principals' Community shares his journey from the early days at Westpac to leading one of the most influential self-licensed adviser communities in Australia. 

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Business IQ webinar

A practical guide to implementing managed accounts

Learn from advice firms, asset consultants, and Netwealth’s own team about implementing managed accounts, overcoming challenges, and maximising benefits.

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Portfolio Construction Podcast Series

Fads, frauds & forgotten stocks in global small caps

A deep dive into global small caps, exploring how to uncover opportunities and manage risks. The session also covers regulatory impacts, sector trends and the importance of patience and research.

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Business IQ webinar

The future of WealthTech - a global perspective

Discover insights into the emerging technologies that will shape the wealth management industry, including blockchain, personal finance management, insurance tech, and smart apps.

Watch the video