Technology
Connecting you to the latest Technology insights from our team at HUB24 and industry experts.
By Anne Hamieh* Digital transformation is changing the digital habits and expectations of HNW clients, and private wealth advisers are
By Anne Hamieh* Digital transformation is changing the digital habits and expectations of HNW clients, and private wealth advisers are
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
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
“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their
“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their
Our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.
Our three-part series – “The Future is Now” – where we focus on technology, innovation and navigating change in the financial advice industry.
HUB24’s Jason Entwistle offers insights on the important role technology plays in an increasingly competitive space where financial advisers are
HUB24’s Jason Entwistle offers insights on the important role technology plays in an increasingly competitive space where financial advisers are
HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced
HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced
How could using managed portfolios impact your clients’ perceived notions of value? Watch our webinar with State Street’s Global Head
How could using managed portfolios impact your clients’ perceived notions of value? Watch our webinar with State Street’s Global Head
HUB24 has been working with a number of forward thinking licensees to solve the challenges of delivering cost-effective advice. It
HUB24 has been working with a number of forward thinking licensees to solve the challenges of delivering cost-effective advice. It