Managed portfolios, customer value and behavioural finance | Webinar
How could using managed portfolios impact your clients’ perceived notions of value?
Watch our webinar with State Street’s Global Head of Practice Management Brie Williams to discuss how forecasted growth in managed portfolios is aligned with the latest research and ongoing trends in behavioural finance.
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
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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.
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.