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HUB24 Pty Ltd

Articles Published

Delivering platform Alpha
Financial advisers currently face a challenging environment, with interest rates at historic lows, significant market volatility and increasing regulatory pressure to satisfy clients best interests. ...
Platforms and responsible investing
This paper brings together the perspectives gathered by HUB24 of financial advisers, investment managers and research houses who have provided their thoughts on the state of the market, how they are ...
Redesigning a practice
About Forte Before we begin, it is important to note that managed portfolios may not suit all clients, so an adviser's first consideration will always be "is this in my client's best interest?".  ...
The future of managed portfolios
Key points Keeping up to date with the latest developments in technology is a fulltime job in itself; it is important advisers understand the underlying technology when selecting a managed portfolio ...
Managed portfolios: a sound investment in your clients and your business
It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability as well as delivering quality financial product ...  ...
The modern face of advice
In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent ...  ...

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KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD
Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.
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