home
Insights Managed portfolios Delivering Platform Alpha | Insights
Delivering Platform Alpha | Insights

HUB24 unveils brand new research conducted with global actuarial firm Milliman Inc that quantifies the benefits that platforms with enhanced capabilities can provide for clients. Milliman’s research suggests features available on certain technology advanced platforms in the Australian market can provide substantial improvements to investment performance and tax outcomes.
HUB24’s Head of Managed Portfolios Brett Mennie together with Milliman Australia’s Wade Matterson take participants through a number of case studies that demonstrate enhanced value and better outcomes for your clients.
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
Related Insights
Insights
5th
Nov
5 Nov 2024
By Anne Hamieh* Insights: As the transfer of wealth accelerates, private wealth advisers who deliver advice to HNW clients, must
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
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
12th
Nov
12 Nov 2024
Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client
Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client