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Insights

Insights
15th Mar

15 Mar 2021
Fortnum backs data as game changer in advice

Financial advisers want flexibility to design their own businesses, but what does this mean for fast-growing, privately-owned licensees and advice…

Fortnum backs data as game changer in advice

Financial advisers want flexibility to design their own businesses, but what does this mean for fast-growing, privately-owned licensees and advice…

Insights
11th Mar

11 Mar 2021
Making data the advice hero

A firm believer in the value of financial advice and a platform fanatic for the past 30 years, HUB24’s Director

Making data the advice hero

A firm believer in the value of financial advice and a platform fanatic for the past 30 years, HUB24’s Director

Insights
9th Mar

9 Mar 2021
Better quality data needed to fill compliance gap

Technology usage within practices has normalised in the financial advice industry, but structural change within the industry has exposed huge

Better quality data needed to fill compliance gap

Technology usage within practices has normalised in the financial advice industry, but structural change within the industry has exposed huge

Insights
4th Feb

4 Feb 2021
Using technology to build a framework of trust

Trust, transparency, and technology can work together to provide a strong framework from which an advice practice can address changes

Using technology to build a framework of trust

Trust, transparency, and technology can work together to provide a strong framework from which an advice practice can address changes

Insights
27th Jan

27 Jan 2021
Data challenge laid bare for licensees and advisers

Last year, HUB24 worked with several forward-thinking advice collectives to get their input on using data to solve advice challenges.

Data challenge laid bare for licensees and advisers

Last year, HUB24 worked with several forward-thinking advice collectives to get their input on using data to solve advice challenges.

Insights
27th Jan

27 Jan 2021
Mind the gap in dealer services

Historically, it has been large institutions such as banks who have provided advisers with support and delivered core functions, such

Mind the gap in dealer services

Historically, it has been large institutions such as banks who have provided advisers with support and delivered core functions, such

Insights
14th Jan

14 Jan 2021
New whitepaper: The future of technology and data in enabling advice

Download whitepaper now. Financial advice is a service valued by many Australians, and while many more are interested in seeking

New whitepaper: The future of technology and data in enabling advice

Download whitepaper now. Financial advice is a service valued by many Australians, and while many more are interested in seeking

Insights
11th Nov

11 Nov 2020
Identifying ‘winning moves’ to build value

How do you set up your business for success? According to The Strategy Institute’s Steve Browning, it takes ‘winning moves’–activities

Identifying ‘winning moves’ to build value

How do you set up your business for success? According to The Strategy Institute’s Steve Browning, it takes ‘winning moves’–activities

Insights
10th Nov

10 Nov 2020
Implementing winning moves

Implementing change well is a key attribute of leading practices and leaders. ‘Winning moves’ have an important role to play

Implementing winning moves

Implementing change well is a key attribute of leading practices and leaders. ‘Winning moves’ have an important role to play