Unlocking practice value with managed portfolios | Webinar
HUB24’s Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions’ Managing Director Steve Prendeville the positive impact of managed portfolios on practice valuations. They also discuss if practices that use managed portfolios are valued more favourably.
Using real case examples, Steve explains what he is seeing play out in today’s changing and dynamic marketplace, the proof points that matter when considering transitioning to a managed portfolio structure and indeed the sale price of your practice in the future.
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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.
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