 HUB24 PTY LTD | MONDAY, 26 JUN 2023 As the demand for responsible investing grows, many financial advisers are seeing ways to incorporate it into their practice and meet their clients' needs more holistically. This paper brings together industry experts in ESG investing to discuss ... Read more  HUB24 PTY LTD | THURSDAY, 15 DEC 2022 It is well-documented - managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving practice management efficiencies, they also provide a means to deliver a cost-effective value proposition and a better ... Read more HUB24 PTY LTD | MONDAY, 21 FEB 2022 HUB24 has developed this paper to illustrate how great advice together with innovative platform capabilities can be leveraged by advisers to deliver enhanced client outcomes which can make a considerable difference to a client's portfolio over time. ... Read more HUB24 PTY LTD | TUESDAY, 23 FEB 2021 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. The COVID-19 pandemic is adding to the uncertainty. ... Read more HUB24 PTY LTD | MONDAY, 14 SEP 2020 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 approaching responsible investing and the opportunities ... Read more HUB24 PTY LTD | THURSDAY, 26 SEP 2019 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?". In this case study the adviser completed a full ... Read more HUB24 PTY LTD | MONDAY, 12 NOV 2018 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 partner - technology that enables them to be adaptive ... Read more HUB24 PTY LTD | MONDAY, 15 JAN 2018 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 of online share trading in the mid-1990s, to the ... Read more HUB24 PTY LTD | MONDAY, 7 MAR 2016 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 advice to their clients in the context of an increasing ... Read more PAGE: 1 |
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Further Reading
Cover Story
On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
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