Success in advice in 2021 and beyond | Webinar
In a panel session with HUB24’s Senior Business Strategy Manager Greg Hansen, leaders of change in the advice industry – AZ NGA CEO Paul Barrett, Viridian CEO Glenn Calder and Matrix Planning Solutions and ClearView Financial Advice CEO Allison Dummett – discuss how they are working with practices and advisers to encourage entrepreneurialism, challenge profitability, achieve digital connectivity and their united desire to collaborate to advance advice.
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Related Insights
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.
Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.
Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.
By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must…
By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must…