home
Insights Technology The future of technology, platforms and managed portfolios | Webinar masterclassThe future of technology, platforms and managed portfolios | Webinar masterclass
HUB24’s Jason Entwistle offers insights on the important role technology plays in an increasingly competitive space where financial advisers are looking for continued practice efficiencies and service delivery excellence.
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
Related Insights
24th
May
24 May 2024
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
24th
May
24 May 2024
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
28th
Nov
28 Nov 2022
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving