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Managed portfolios

Bringing you the latest insights and education material on Managed Portfolios from our team at HUB24 and industry experts.

Insights
11th Aug

11 Aug 2020
If I were running an advice practice today

By: Brett Mennie, Head of Managed Portfolios If I were running an advice practice today, I would be looking at:…

If I were running an advice practice today

By: Brett Mennie, Head of Managed Portfolios If I were running an advice practice today, I would be looking at:…

Insights
11th Aug

11 Aug 2020
Managed portfolios, prepared meals and future innovation

By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed…

Managed portfolios, prepared meals and future innovation

By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed…

Webinars
31st Jul

31 Jul 2020
Using managed portfolios to deliver better outcomes to clients during market volatility | Webinar

Challenging market conditions has advice practices looking to extract all value from managed portfolios. Tim Townsend from TownsendCobain Private Wealth

Using managed portfolios to deliver better outcomes to clients during market volatility | Webinar

Challenging market conditions has advice practices looking to extract all value from managed portfolios. Tim Townsend from TownsendCobain Private Wealth

Webinars
31st Jul

31 Jul 2020
Unlocking practice value with managed portfolios | Webinar

HUB24’s Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions’ Managing Director Steve Prendeville the positive impact of

Unlocking practice value with managed portfolios | Webinar

HUB24’s Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions’ Managing Director Steve Prendeville the positive impact of

Webinars
28th Jul

28 Jul 2020
The 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

The 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

Insights
16th Jul

16 Jul 2020
Managed portfolios add practice value

The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation

Managed portfolios add practice value

The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation

Insights
1st Jun

1 Jun 2020
Spending time adding value

TownsendCobain Private Wealth Partners who “lives and dies by the client experience” turned to managed portfolios to not only improve

Spending time adding value

TownsendCobain Private Wealth Partners who “lives and dies by the client experience” turned to managed portfolios to not only improve

Insights
14th May

14 May 2020
Traditional methods of portfolio construction may change forever

Investment experts are re-evaluating some of their long standing assumptions of global economics as they assess portfolio construction in the

Traditional methods of portfolio construction may change forever

Investment experts are re-evaluating some of their long standing assumptions of global economics as they assess portfolio construction in the

Webinars
12th May

12 May 2020
Learn from three investment managers how they get the most out of their managed portfolios in challenging times | Insights

Three investment managers share their insights and views on today’s challenging market conditions and how they are positioning their managed

Learn from three investment managers how they get the most out of their managed portfolios in challenging times | Insights

Three investment managers share their insights and views on today’s challenging market conditions and how they are positioning their managed

Insights
5th May

5 May 2020
On her own but with a strong voice

Nicole Heales does things her way and it is no surprise that she is decisive and definite about who she

On her own but with a strong voice

Nicole Heales does things her way and it is no surprise that she is decisive and definite about who she