Managed portfolios
Bringing you the latest insights and education material on Managed Portfolios from our team at HUB24 and industry experts.
What makes a great managed portfolio provider? Well, according to results in the 2022 Investment Trends Managed Account Report, the
What makes a great managed portfolio provider? Well, according to results in the 2022 Investment Trends Managed Account Report, the
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving
Brett Mennie, HUB24 Head of Managed Portfolios is joined by Lydia Pearson, State Manager VIC/TAS, Tim Scott (Ford Scott Financial
Brett Mennie, HUB24 Head of Managed Portfolios is joined by Lydia Pearson, State Manager VIC/TAS, Tim Scott (Ford Scott Financial
Millennials to inherit $3.5 trillion over the next 20 years – are you prepared? This webinar discusses the realities of
Millennials to inherit $3.5 trillion over the next 20 years – are you prepared? This webinar discusses the realities of
Environmental, social and governance (ESG) factors are a top priority for clients, yet new research from CoreData shows only 24%
Environmental, social and governance (ESG) factors are a top priority for clients, yet new research from CoreData shows only 24%
Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances
Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances
For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider
For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider
In this must-see session for business owners or advice partners, strategy and business coach Steve Browning takes participants through a
In this must-see session for business owners or advice partners, strategy and business coach Steve Browning takes participants through a
HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced
HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced
We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but
We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but