Between Meetings with Matt Heine

Author: Netwealth Investments Limited

In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Language: en

Genres: Business, Business News, Management, News

Contact email: Get it

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Ep 106: The insights powering advice in the year ahead – The 2025 roundup
Wednesday, 11 February, 2026

To kick off the new year, this special roundup episode reflects on themes shaping the advice profession as we enter 2026. Drawing on key conversations from 2025, it revisits ideas that resonated most, including AI, client engagement, firm culture, simplicity, growth and more. It offers a concise year-in-review and a forward-looking view on what advice firms should consider in the year ahead; also provides a thought-provoking snapshot of the profession's direction and what it takes to stay ahead.