SCAM ALERT:

Please be aware of scammers falsely impersonating HUB24 representatives. HUB24 will never contact you regarding potential investment opportunities. Please click here for more information. 

Contact us via our form

Contact Us

Chat to your local BDM

Contact a BDM

Give us a call

Call: 1300 854 994
Login

Managed portfolios

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

Insights
26th Jul

26 Jul 2019
The advice industry’s ‘fixing’ period

“We are in a significant period of change. The landscape is evolving and it is moving very quickly. Our industry,…

The advice industry’s ‘fixing’ period

“We are in a significant period of change. The landscape is evolving and it is moving very quickly. Our industry,…

Insights
19th Nov

19 Nov 2018
Customisation of client portfolios

The market-leaders in the managed portfolio space already allow group and individual tilts (including stock exclusions) at the individual client…

Customisation of client portfolios

The market-leaders in the managed portfolio space already allow group and individual tilts (including stock exclusions) at the individual client…

Insights
12th Nov

12 Nov 2018
Technology: Broadening the opportunity set

Technology will increasingly become a point of differentiation between managed portfolio providers. Providing a range of new opportunities for clients…

Technology: Broadening the opportunity set

Technology will increasingly become a point of differentiation between managed portfolio providers. Providing a range of new opportunities for clients…

Insights
5th Nov

5 Nov 2018
Collaborating to deliver innovative outcomes

The functionality and technology underpinning the platform is becoming interlinked with the skills and insights of the underlying investment managers,…

Collaborating to deliver innovative outcomes

The functionality and technology underpinning the platform is becoming interlinked with the skills and insights of the underlying investment managers,…

Insights
15th Oct

15 Oct 2018
Leaps and bounds: Today’s technology putting yesterday’s solutions in the shade

Technology has already moved on considerably from the first iterations of managed portfolios. Now, providers allow a much higher degree…

Leaps and bounds: Today’s technology putting yesterday’s solutions in the shade

Technology has already moved on considerably from the first iterations of managed portfolios. Now, providers allow a much higher degree…

Insights
5th Oct

5 Oct 2018
Keeping up with technology: looking for the right solution

Technology should enable advisers to be adaptive and responsive to clients’ needs, so its important advisers understand the underlying technology…

Keeping up with technology: looking for the right solution

Technology should enable advisers to be adaptive and responsive to clients’ needs, so its important advisers understand the underlying technology…

Insights
18th Sep

18 Sep 2018
The managed accounts revolution

The managed accounts segment is on the cusp of a revolution. The $60 billion already invested in managed accounts is…

The managed accounts revolution

The managed accounts segment is on the cusp of a revolution. The $60 billion already invested in managed accounts is…