Understanding personality traits and types can be a gamechanger for your professional relationships and personal growth. This fascinating exploration can help you discover how to harness your unique strengths for success. Knowing if you are introverted ... Read more

... glasses aside) that clients are prepared (satisfied even) to pay for their advice experience, as was recently observed by Netwealth in its 2024 Advisable Australian Report - value for money is the "single most important aspect' that clients consider ... Read more

... following article comprises an excerpt from the white paper Understanding Australian advice clients better, published by Netwealth in 2024.* In the first instalment of this series, we explored the diverse segments of advised Australians based on age ... Read more

... following article comprises an excerpt from the white paper Understanding Australian advice clients better, published by Netwealth in 2024. Segmenting can provide additional insight for firms trying to define what is important to their clients. In this ... Read more

... foundational SOA process, with a reduction of weeks from the timeline of migrating a book of clients." According to Netwealth, the need for digital fact-finding solutions has never been higher. Their 2021 AdviceTech Report found that over 40% of advisers ... Read more

A spate of changes over the past several years has impacted self-managed superannuation funds (SMSFs) with increasingly onerous responsibilities. As a result, investors seem to be taking a closer look at the possibility of transitioning from their existing ... Read more

... improving usability and efficiency, and having better customer support. Based on their data, Investment Trends cited netwealth as the overall winner in this regard. If you weren't on Investment Trends' mailing list for that one, though, it's worth asking ... Read more

A Managed Account can solve a number of practice inefficiencies for those licensees that are willing to spend time working through compliance, structure and due-diligence processes. Read more

... Disclaimer: The views expressed in this article are those of the author only and do not necessarily reflect those of the netwealth group or its subsidiaries. Webinar: How to generate more business from SMSF trustees? Thursday 23 October at 10.00 Register ... Read more

... putting in place appropriate technical strategies can fully benefit from the improving investment cycle. Keat Chew, netwealth, looks at the signs of the investment markets and when would be an ideal time for advisers to put some practical strategies ... Read more