Insights
The market-leaders in the managed portfolio space already allow group and individual tilts (including stock exclusions) at the individual client…
The market-leaders in the managed portfolio space already allow group and individual tilts (including stock exclusions) at the individual client…
Technology will increasingly become a point of differentiation between managed portfolio providers. Providing a range of new opportunities for clients…
Technology will increasingly become a point of differentiation between managed portfolio providers. Providing a range of new opportunities for clients…
The functionality and technology underpinning the platform is becoming interlinked with the skills and insights of the underlying investment managers,…
The functionality and technology underpinning the platform is becoming interlinked with the skills and insights of the underlying investment managers,…
Technology has already moved on considerably from the first iterations of managed portfolios. Now, providers allow a much higher degree…
Technology has already moved on considerably from the first iterations of managed portfolios. Now, providers allow a much higher degree…
Technology should enable advisers to be adaptive and responsive to clients’ needs, so its important advisers understand the underlying technology…
Technology should enable advisers to be adaptive and responsive to clients’ needs, so its important advisers understand the underlying technology…
The managed accounts segment is on the cusp of a revolution. The $60 billion already invested in managed accounts is…
The managed accounts segment is on the cusp of a revolution. The $60 billion already invested in managed accounts is…
By Jason Entwistle, Director of Strategic Development In December, Jason Entwistle HUB24’s Director of Strategic Development shared his unique perspective…
By Jason Entwistle, Director of Strategic Development In December, Jason Entwistle HUB24’s Director of Strategic Development shared his unique perspective…