HUB24 has been working with a number of forward thinking licensees to solve the challenges of delivering cost-effective advice. It is evident a gap has been left by those participants exiting advice – particularly around dealer services – and this could be solved by leveraging HUB24’s data and technology expertise, and collaborating with licensees, advisers and other industry participants to deliver solutions.
Moderated by HUB24’s Senior Business Strategy Manager Greg Hansen and attended by Fortnum Private Wealth’s CEO and Managing Director Neil Younger, XY Adviser’s Managing Director Clayton Daniel and HUB24’s Director of Strategic Development Jason Entwistle, this panel session will discuss the challenges and the need for the digitisation of advice practices, access to quality data and collaboration to achieve beneficial outcomes for the industry.