Delivering Platform Alpha | Insights
HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced capabilities can provide for clients. Milliman’s research suggests features available on certain technology advanced platforms in the Australian market can provide substantial improvements to investment performance and tax outcomes.
HUB24’s Head of Managed Portfolios Brett Mennie together with Milliman Australia’s Wade Matterson take participants through a number of case studies that demonstrate enhanced value and better outcomes for your clients.
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
Related Insights
By: Anne Hamieh, Head of Broker and Private Wealth Distribution Quick insights: As demand for private wealth advice increases, productivity…
By: Anne Hamieh, Head of Broker and Private Wealth Distribution Quick insights: As demand for private wealth advice increases, productivity…
Owen Oakes Financial transitioned to managed portfolios to support the delivery of active investment management for its superannuation clients. Historically a risk-only…
Owen Oakes Financial transitioned to managed portfolios to support the delivery of active investment management for its superannuation clients. Historically a risk-only…
Productivity remains one of the biggest pressure points in advice, constrained by fragmented systems, manual processes and regulatory complexity, which limit the industry’s ability to scale and meet demand.
At the Ensombl ALPD Day held in Brisbane in May 2026, HUB24 participated in an interactive session with the Finura Group where advisers responded to a poll question on their top three pain paints in the advice process – all discussed in this article.
Productivity remains one of the biggest pressure points in advice, constrained by fragmented systems, manual processes and regulatory complexity, which limit the industry’s ability to scale and meet demand.
At the Ensombl ALPD Day held in Brisbane in May 2026, HUB24 participated in an interactive session with the Finura Group where advisers responded to a poll question on their top three pain paints in the advice process – all discussed in this article.