Special reports
Our collection of guides take a deep dive on a diverse range of topics.
Advisable Australian Report
Creating loyalty that lasts
Client expectations evolve—your approach must too. Our latest report reveals the 12 key drivers behind client retention, why satisfied clients still leave, and actionable strategies to keep them. Download it now to learn how to retain your clients for life.
Advisable Australian Report
Bridging the value gap to win new clients
Based on our 2024 Advisable Australian research and the latest behavioural science principles, learn to recognise the barriers to financial advice and overcome the challenges of converting prospects into clients by bridging the 'value gap'.
AdviceTech
2024 AdviceTech Report: Building a culture for digital transformation
This report examines how the best businesses and advice firms continually invest in, deploy, implement, and roll out technology. Discover the principles and techniques for effectively integrating new technology into your business.
AdviceTech
2024 AdviceTech Buyers Guide
This guide allows you to benchmark your firm’s tech usage and adoption against high-performing 'AdviceTech Stars' and will explore more than 30 available AdviceTech solutions, including their key features, benefits, and top suppliers.
Family offices
Why your technology offer matters to family offices
This report highlights how your firm’s investment in technology can be offered to family offices to improve their operational efficiency, elevate reporting, support better portfolio and investment decisions, and improve family communication.
AdviceTech
2023 AdviceTech Report: Humans and Machines
This report provides a detailed examination of the role AI and adjacent technologies will have for advice firms. We draw on extensive research to provide areas of focus, detailed examples and useful tips so you can deploy AI successfully into your practice.
Advisable Australian
Understanding Australian advice clients better
Explore the changing wealth needs and financial advice relationship expectations of Australians aged 18+, learn about what will keep them happy using a research led & data driven approach.
Advisable Australian
Women as the new face of wealth
Discover insights, opportunities and strategies for wealth managers to better service women and to significantly improve their financial experience and outcomes.
Advisable Australian
Investing for good report
This report examines the types of people that are more likely to invest responsibly, the types of investments they are interested in and marketing and brand tactics to reach them.
Advisable Australian
The Advisable Australian: A new way to think about Australian investors
This report is designed to help financial advice businesses better understand investors, segment their target audience and enhance their advice value proposition.
Advisable Australian
The Established Affluent: Building your high-net-worth value proposition
This report is designed to help financial advice businesses better understand HNW investors, segment their target audience and enhance their advice value proposition.
Advisable Australian
The Emerging Affluent: Fight for the future market
This report is a playbook for financial advisers on how to attract, manage and retain the digital savvy Emerging Affluent for your future market.
Value proposition
Finding your treasure with Pirate Metrics
This whitepaper helps you navigate the choppy waters of client engagement. It breaks down the entire client lifecycle into six distinct parts, providing valuable insights and new ideas to hopefully challenge your status quo..
Managed accounts
Managed accounts: Going the distance
Discover transformative strategies for your wealth practice. This guide features case studies, insights from wealth practices, and managed account experts to serve as a roadmap to mastering managed accounts.
AdviceTech
AdviceTech and the client experience
In this report we unpack eight important technology trends that matter to clients. You will understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.
AdviceTech
AdviceTech and the staff experience
This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.
AdviceTech
2021 AdviceTech Report
In the 2021 Netwealth AdviceTech Report, we explore how leading businesses approach the task of planning and investing in AdviceTech to support their activities.
Managed accounts
Building the business case for a private label managed account
What to consider when establishing your private label managed account.
Managed accounts
Managed accounts during volatility and beyond
Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.
Managed accounts
What life really looks like with managed accounts
We speak to advisers and experts as to how managed accounts are transforming advice.
Managed accounts
Managed accounts: A business transformation solution
Understand the role managed accounts can play in your business and the important factors to consider.
Value proposition
How to attract and retain high net worth clients
Explore seven strategies to evolve your service offering and attract more high net worth individuals as clients.
Value proposition
Providing advice to retirees
Discover insights on how to engage new and existing retiree clients, plus explore retirement income strategies and other advice considerations.
Value proposition
Next-generation advice needs
As we prepare for the largest inter-generational transfer of wealth in history, who are the next generation of advice clients and how do you reach them?
Innovation
Lessons from the UK financial advice reform
Investigate what Australian advisers can learn from their UK counterparts and their advice reform.
Cultural trends
Cultural mega-trends that matter to financial advice
Explore three behavioural shifts that are happening right now, and how your business can evolve with them.
Technical strategies
Winding up a SMSF the right way
Understand the changes to SMSFs and what to consider if you're thinking about winding one up.
Advice strategies
Advising on platforms - looking beyond cost
Unpack the legal framework that applies to you when it comes to advising clients on which super and investment platform they should use.
Customer experience
Removing customer friction
Learn from the companies revolutionising customer experience how you can remove friction for your clients.
Technical strategies
Outside the super square
This guide explores four alternative super strategies, that look outside the super square.
Technical strategies
Next super steps
This guide explores four super strategies designed to elevate your superannuation advice in 2020 and beyond.
Culture and operations
How to choose the right dealer group
Identify the key criteria for assessing which dealer group you should join.
Value proposition
How to build your value proposition
Learn how to clearly and succinctly articulate the reasons clients should engage your services.
Culture and operations
Your own AFSL - what you need to know
Considerations for businesses looking to self-licence, along with how to to apply for your own AFSL.
Marketing
How a busy financial adviser can turn limited time into marketing success
Learn simple yet powerful techniques to develop a marketing strategy to grow and retain your customer base.
Innovation
Open source innovation - Book of ideas
This book contains over 40 innovative ideas addressing the financial needs of young adults.
Technology
2019 Netwealth AdviceTech
research report
Examine the twenty-six technologies used by advisers in their practice – their adoption, benefits and suppliers.