Accelerating the benefits of Managed Portfolios | Webinar
Brett Mennie, HUB24 Head of Managed Portfolios is joined by Lydia Pearson, State Manager VIC/TAS, Tim Scott (Ford Scott Financial Planning) and Tim Townsend (TownsendCobain) as they share their own journey, experience, and learnings of adopting managed accounts into their businesses.
With a specific focus on client experience, client value proposition and long-term client benefits, this session explores how the perception of benefits shift as a business matures their approach to managed portfolios.
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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.
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.