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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

Scaling advice with AI and avatars

Dan Solin, President at Solin Strategic LLC and Evidence Based Advisor Marketing, shares his take on AI, avatars & neuroscience in advice. Learn why listening is the new edge for future-ready financial advisers.

Listen to the podcast


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.

Watch the video

Portfolio Construction Podcast Series

Currency hedging, the AUD and managing USD exposure

When your offshore assets are in USD, currency risk can quietly erode returns. In Episode 75, Paul O’Connor and Tom Averill explore smarter, more efficient ways to manage USD exposure.

Listen to the podcast

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