Global trends in financial advice and investment

Date: 19 October 2016

In 2015 Netwealth continues with a series of webinars focusing on customer engagement, investment management, practice management and wealth protection solutions.

Santi Burridge, the co-founder and Managing Director of Implemented Portfolios, joined us to share key learnings from a recent Study Tour to the US.

Santi covered the following during his presentation:

  1. What can Australian advisers learn from global trends in financial advice?
  2. How technology and robo-advice is changing the US market
  3. Understanding the growth in ETFs and Managed Accounts
  4. What successful advisers focus on
  5. What do clients really value?

We have made the presentation and webinar recording available, feel free to share with colleagues. We hope to see everyone at our next online event.

Webinar recording

Webinar slides

Important information
This information is dated February 2015, has been prepared by Implemented Portfolios ABN 36 141 881 147. AFSL Number 345143 and issued by netwealth Investments Limited (netwealth), ABN 85 090 569 109, AFSL 230975. It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The information provided is not intended to be a substitute for professional financial product advice and you should determine its appropriateness having regard to your particular circumstances. The relevant disclosure document should be obtained from netwealth and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in any netwealth product.

While all care has been taken in the preparation of this information (using sources believed to be reliable and accurate at the time of writing), no person, including netwealth, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.