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Insights

Insights
11th Aug

11 Aug 2020
Managed portfolios, prepared meals and future innovation

By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed…

Managed portfolios, prepared meals and future innovation

By: Brett Mennie, Head of Managed Portfolios, HUB24 At their core, supermarkets and distribution platforms are very similar, where managed…

Insights
29th Jul

29 Jul 2020
Whitepaper: Platforms and responsible investing – A new outlook

Responsible investing has gained a lot of interest from Australians in recent years. Perhaps your clients have asked about including…

Whitepaper: Platforms and responsible investing – A new outlook

Responsible investing has gained a lot of interest from Australians in recent years. Perhaps your clients have asked about including…

Insights
16th Jul

16 Jul 2020
Managed portfolios add practice value

The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation…

Managed portfolios add practice value

The introduction of managed portfolios is assisting advisers meet Best Interests Duty and delivering customer benefits such as tax optimisation…

Insights
16th Jun

16 Jun 2020
Market at a disconnect with the economy

During points of inflection and turning points, it is common to see a disconnect between markets and the economy. This…

Market at a disconnect with the economy

During points of inflection and turning points, it is common to see a disconnect between markets and the economy. This…

Insights
1st Jun

1 Jun 2020
Spending time adding value

TownsendCobain Private Wealth Partners who “lives and dies by the client experience” turned to managed portfolios to not only improve…

Spending time adding value

TownsendCobain Private Wealth Partners who “lives and dies by the client experience” turned to managed portfolios to not only improve…

Insights
26th May

26 May 2020
TRM Update: David Lee

Formerly part of the HUB24 customer service team, Training and Relationship Manager David Lee is using his working knowledge of…

TRM Update: David Lee

Formerly part of the HUB24 customer service team, Training and Relationship Manager David Lee is using his working knowledge of…

Insights
19th May

19 May 2020
Maximising connection real estate using behavioural science

Financial advisers can maximise time spent talking with clients about the things that matter to them by pivoting away from…

Maximising connection real estate using behavioural science

Financial advisers can maximise time spent talking with clients about the things that matter to them by pivoting away from…

Insights
14th May

14 May 2020
Traditional methods of portfolio construction may change forever

Investment experts are re-evaluating some of their long standing assumptions of global economics as they assess portfolio construction in the…

Traditional methods of portfolio construction may change forever

Investment experts are re-evaluating some of their long standing assumptions of global economics as they assess portfolio construction in the…

Insights
7th May

7 May 2020
The Australian market is in unchartered waters

The Australian market has flattened off the past few weeks after an initial rebound, pushed up by higher valuations. According…

The Australian market is in unchartered waters

The Australian market has flattened off the past few weeks after an initial rebound, pushed up by higher valuations. According…

Insights
6th May

6 May 2020
Avoiding a lost decade of returns

How might your clients feel if they were told that they wouldn’t see an investment return from their assets for…

Avoiding a lost decade of returns

How might your clients feel if they were told that they wouldn’t see an investment return from their assets for…