Welcome to @HUBsights where you can explore a range of industry topics and trends
Empowering you with the latest insights and education materials on investments, technology, managed portfolios and practice management from industry experts.
View all insights
- All
- Insights
- Series
- Webinars
- All
- AI Productivity
- AI
- Investment insights
- Managed portfolios
- Practice management
- Technology
ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.…
ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.…
Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that…
Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that…
Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client…
Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client…
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…
Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on…
Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on…
Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling…
Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling…
High net worth (HNW) investors represent a growing segment amongst the wider Australian population, with more than 635,000 HNW individuals…
High net worth (HNW) investors represent a growing segment amongst the wider Australian population, with more than 635,000 HNW individuals…
There was once a time when really sophisticated financial advice strategies could involve super being transferred from one generation to…
There was once a time when really sophisticated financial advice strategies could involve super being transferred from one generation to…
A summary of what you’ll read about in this guide: Introduction For the 2023/24 income year the cap on ‘concessional…
A summary of what you’ll read about in this guide: Introduction For the 2023/24 income year the cap on ‘concessional…
