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Managed portfolios

Bringing you the latest insights and education material on Managed Portfolios from our team at HUB24 and industry experts.

Webinars
12th May

12 May 2020
Managed Portfolios Strategies for Challenging Times | HUB24

Three investment managers share their insights and views on today’s challenging market conditions and how they are positioning their managed

Managed Portfolios Strategies for Challenging Times | HUB24

Three investment managers share their insights and views on today’s challenging market conditions and how they are positioning their managed

Webinars
31st Jul

31 Jul 2020
Using Managed Portfolios to Navigate Market Volatility

Challenging market conditions has advice practices looking to extract all value from managed portfolios. Tim Townsend from TownsendCobain Private Wealth

Using Managed Portfolios to Navigate Market Volatility

Challenging market conditions has advice practices looking to extract all value from managed portfolios. Tim Townsend from TownsendCobain Private Wealth

Webinars
31st Jul

31 Jul 2020
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

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

Webinars
28th Jul

28 Jul 2020
The Future of Financial Technology & Managed Portfolios

HUB24’s Jason Entwistle offers insights on the important role technology plays in an increasingly competitive space where financial advisers are

The Future of Financial Technology & Managed Portfolios

HUB24’s Jason Entwistle offers insights on the important role technology plays in an increasingly competitive space where financial advisers are

Webinars
16th Nov

16 Nov 2020
Managed Portfolios: A Strategic Move for Business Growth

In this must-see session for business owners or advice partners, strategy and business coach Steve Browning takes participants through a

Managed Portfolios: A Strategic Move for Business Growth

In this must-see session for business owners or advice partners, strategy and business coach Steve Browning takes participants through a

Insights
16th Jun

16 Jun 2021
Client and business benefits driven by managed portfolio adoption: A case study

For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider

Client and business benefits driven by managed portfolio adoption: A case study

For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider

Insights
11th Aug

11 Aug 2020
Managed portfolios, prepared meals and future innovation

By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed

Managed portfolios, prepared meals and future innovation

By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed

Insights
11th Aug

11 Aug 2020
If I were running an advice practice today

By: Brett Mennie, Head of Managed Portfolios If I were running an advice practice today, I would be looking at:

If I were running an advice practice today

By: Brett Mennie, Head of Managed Portfolios If I were running an advice practice today, I would be looking at:

Insights
16th Jul

16 Jul 2020
Managed portfolios add practice value

The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation

Managed portfolios add practice value

The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation