Adviser Research and Insights

With $3.3tn set to transfer across generations over the next decade, we look at how investors are planning for the wealth transfer and the advice support they are seeking, from education, SMSF structures to philanthropy.

Close the gap between investor demand and adviser action. With 22% of HNW individuals already incorporating alternatives, wealth advisers must be prepared to meet the rising demand from sophisticated clients seeking access.

75% of their clients now hold non-custody assets. But what are the opportunities and the risks? How does the shift away from traditional custody solutions impact portfolio management, client experience and control?

Discover the emerging trends shaping the HNW advice sector and what advisers servicing high-net-worth clients see as the key drivers for business success in the coming five years.

Are you ready to enhance efficiency, improve client interactions, and drive sustainable growth? Our comprehensive eBook, "AI and Advice Tech - Leveraging technology for smarter advice," is your essential guide to making it happen

The high-net-worth landscape in Australia is evolving at a remarkable pace, with a growing population now controlling over $3.3 trillion in investable assets. Our exclusive 2024 report dives deep into the latest trends and opportunities for advisers.

Alpha generation remains a crucial goal for advisers aiming to provide superior returns for their clients. For many, proactive wealth management a crucial way to deliver this with a considerable portion of time dedicated to managing investments.

In recent years, the landscape of wealth management has witnessed a remarkable shift, with High Net Worth (HNW) investors leading the charge towards alternative investment assets.