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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

What “good” really looks like in advice businesses

Sharon McClafferty unpacks what “good” really looks like in advice businesses, covering the systems behind high‑performing firms, profitability, burnout, succession, and how AI and offshoring are reshaping work.

Listen to the podcast

Portfolio Construction Podcast Series

The rise of policy‑driven markets

Brett Lewthwaite, CIO at Macquarie Asset Management, explores how geopolitics, policy and AI are reshaping markets, how national interest and rising government debt are influencing volatility and capital flows, and how AI‑led disruption is being viewed across sectors.

Listen to the podcast

Between Meetings

Behavioural finance, family offices & the future of advice

Prof. Lauren Cohen, Harvard Business School shares the explosive growth of family offices, the role of innovation in wealth management, and how advisers can adapt to new client expectations.

Listen to the podcast