 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 |
Latest News
Commercial real estate optimism ticks up
The overall sentiment of global corporate real estate leaders has improved to its highest level since Q2 2022, according to a survey by Knight Frank.
AMP North adviser inflows rise 22%
AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion.
Praemium loses $700m due to adviser transitions
Praemium reported total net outfows from its Powerwrap scheme has reached $700 million over the past three quarters.
Small cap investors told to 'stop whinging'
Forager's chief investment officer has read the riot act to investors.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
