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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.

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

Webinars
8th Sep

8 Sep 2020
Delivering Platform Alpha | Insights

HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced

Delivering Platform Alpha | Insights

HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced

Webinars
16th Nov

16 Nov 2020
Managed portfolios: Your business’s next strategic winning move | Webinar

In this must-see session for business owners or advice partners, strategy and business coach Steve Browning takes participants through a

Managed portfolios: Your business’s next strategic winning move | Webinar

In this must-see session for business owners or advice partners, strategy and business coach Steve Browning takes participants through a

Insights
20th Aug

20 Aug 2020
Whitepaper: Delivering Platform Alpha

We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but

Whitepaper: Delivering Platform Alpha

We’ve known for some time that good advice combined with enhanced platform functionality can add value for your clients, but

Insights
23rd Sep

23 Sep 2021
Platform Alpha Series: Measuring the cost of delay

Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances

Platform Alpha Series: Measuring the cost of delay

Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances

Insights
2nd Dec

2 Dec 2022
The top 3 reasons advisers choose their preferred managed account platform

What makes a great managed portfolio provider? Well, according to results in the 2022 Investment Trends Managed Account Report, the

The top 3 reasons advisers choose their preferred managed account platform

What makes a great managed portfolio provider? Well, according to results in the 2022 Investment Trends Managed Account Report, the

Insights
16th Jun

16 Jun 2021
Client and business benefits driven by managed portfolio adoption: A case study

For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider

Client and business benefits driven by managed portfolio adoption: A case study

For more than 30 years, leading financial services provider Australian Financial Advisers (AFA) invested with a mainstream managed fund provider