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Insights

Insights
25th Jun

25 Jun 2025
Bringing advice to life: The future of client meetings

Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.

Bringing advice to life: The future of client meetings

Learn how technology that empowers advisers to turn static reports into compelling stories is driving efficiencies and deepening client relationships.

Insights
27th May

27 May 2025
Progress through collaboration

Established in 2018, HUB24’s Innovation Lab has been at the forefront of integrating AI into the financial advice industry.Dr Evan

Progress through collaboration

Established in 2018, HUB24’s Innovation Lab has been at the forefront of integrating AI into the financial advice industry.Dr Evan

Insights
27th May

27 May 2025
Machine learning and AI transforming automation

Over the past seven years, HUB24’s Innovation Lab has shifted its focus from machine learning to generative AI and now

Machine learning and AI transforming automation

Over the past seven years, HUB24’s Innovation Lab has shifted its focus from machine learning to generative AI and now

Insights
27th May

27 May 2025
Focus on smaller AI models to deliver smarter solutions

Early in its AI journey, HUB24’s Innovation Lab worked with large foundational models such as Google, Text Bison, and GPT3.5

Focus on smaller AI models to deliver smarter solutions

Early in its AI journey, HUB24’s Innovation Lab worked with large foundational models such as Google, Text Bison, and GPT3.5

Insights
27th May

27 May 2025
Building trust in AI with human-led design

At the core of HUB24’s Innovation Lab governance framework is a human-in-the-loop approach, where critical actions must be validated by

Building trust in AI with human-led design

At the core of HUB24’s Innovation Lab governance framework is a human-in-the-loop approach, where critical actions must be validated by

Insights
27th May

27 May 2025
Ensuring accuracy becomes part of the journey

In the heavily regulated financial advice industry, AI giving wrong or misleading information via hallucinations, poses a challenge. For this

Ensuring accuracy becomes part of the journey

In the heavily regulated financial advice industry, AI giving wrong or misleading information via hallucinations, poses a challenge. For this

Insights
5th Nov

5 Nov 2024
Leveraging innovation to deliver multigenerational advice

By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must

Leveraging innovation to deliver multigenerational advice

By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must

Insights
4th Mar

4 Mar 2025
Client portals support the growing needs of HNW clients

By Anne Hamieh* Digital transformation is changing the digital habits and expectations of HNW clients, and private wealth advisers are

Client portals support the growing needs of HNW clients

By Anne Hamieh* Digital transformation is changing the digital habits and expectations of HNW clients, and private wealth advisers are

Insights
19th Sep

19 Sep 2023
SMSFs: Key Changes to Our Approach

A recent ASIC Information Sheet release provided further guidance on giving self managed super fund advice. Whist this provides further

SMSFs: Key Changes to Our Approach

A recent ASIC Information Sheet release provided further guidance on giving self managed super fund advice. Whist this provides further