Above and beyond: how client experience is key to building women’s wealth

Netwealth’s latest research shows that many women are considering using a financial adviser, but building an attractive offering goes beyond just the advice itself to the types of conversations professionals have and digital tools they use.

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Above and beyond: how client experience is key to building women’s wealth

Andrew Braun

General Manager Marketing

Netwealth Investments & Superannuation

Australia

March 24, 2023

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Safe, ethical and confident: How to build an advice offering for female investors

From ethical investing to insurance and budgeting advice, there’s plenty of room for advisers to make a difference when building out an offering for this key segment of the market.

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Safe, ethical and confident: How to build an advice offering for female investors

Andrew Braun

General Manager Marketing

Netwealth Investments & Superannuation

Australia

March 23, 2023

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Why you need a clear investment philosophy

Financial advice today has evolved. It goes far beyond the traditional bounds of managing investments. It is more holistic, more personal, and more effective for more Australians. You could be forgiven for thinking investment conversations should be demoted in favour of other areas of the advice process, but that would be a mistake.

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Why you need a clear investment philosophy

Sophie Metcalfe

Account Manager

Schroders

Australia

March 17, 2023

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Five themes and Five Stocks for 2023

The bulls took charge of global equity markets at the start of the year on Fed-pivot hopes and China reopening excitement.  As we head into the third month of 2023, the bears are starting to wrestle for control, as scepticism over the sustainability of the rally continues to increase.

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Five themes and Five Stocks for 2023

Elfreda Jonker

Client Portfolio Manager

Alphinity Investment Management

Australia

March 9, 2023

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Helping clients future-proof the increasing cost of education

Parents have an intrinsic drive to aspire for a better life for their children, regardless of their own childhood. Recent studies show 86% of parents believe it is either extremely or very important to have a good education to be able to thrive in life, demonstrating an overwhelming vote in favour of the power of education.

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Helping clients future-proof the increasing cost of education

Damien Otto

Group Executive - Sales & Distribution

Futurity Investment Group

Australia

March 7, 2023

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Engaging Women in Investing – the ‘Why’ and the ‘How’ for Financial Advisors

The rights and roles of women have undergone significant change over the last century, and we continue to witness the ever evolving and growing presence of women’s power in society. More recently we’ve seen women increase their representation in the workforce, become equally represented in the Senate, as well as outnumber their male counterparts in domestic university attendance.

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Engaging Women in Investing – the ‘Why’ and the ‘How’ for Financial Advisors

Paula Gigler

Head of Key Accounts - Wealth & HNW

BlackRock

Australia

February 23, 2023

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Why Passive Funds are an Ideal Vehicle for Thematic Investing

The passive versus active fund management debate has raged on for quite some time and although opinions may still vary, there is one area of the market which stands out in favour of passive management – thematic investing.

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Why Passive Funds are an Ideal Vehicle for Thematic Investing

Blair Hannon

Head of Investment Strategy

Global X ETFs Australia

Australia

February 3, 2023

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Designing an Alternative Investment Strategy – The Who, Why & How

A call to arms has been made to portfolio managers and CIOs globally, according to leading global investment and private equity firms, a regime change is occurring and ‘now is the time for all investors to revisit their asset allocation, including portfolio construction.

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Designing an Alternative Investment Strategy – The Who, Why & How

Mark Sherwood

Investment Strategist

iPartners

Australia

January 27, 2023

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What do our clients value?

This is one of the most universally pondered questions in business. Rather than wonder, many businesses simply ask. However, as with any form of customer research, you need to be cautious about how you go about gleaning your answers and the insights you draw.

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What do our clients value?

Miles Casbier

Product and Program Manager

Moneysoft

Australia

January 19, 2023

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How an established Private Wealth firm used marketing to attract a new type of client

Collins House is an advice firm that has been an early adopter in the online direct investment space. In this article, they share valuable lessons they've learned while building a digital investment solution to complement their traditional advice business and discuss how they are positioned for their next growth phase.

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How an established Private Wealth firm used marketing to attract a new type of client

Ravi Verma

Head of Distribution

OpenInvest

Australia

December 9, 2022

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