home
Insights Managed portfolios Unlocking practice value with managed portfolios | WebinarUnlocking practice value with managed portfolios | Webinar
HUB24’s Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions’ Managing Director Steve Prendeville the positive impact of managed portfolios on practice valuations. They also discuss if practices that use managed portfolios are valued more favourably.
Using real case examples, Steve explains what he is seeing play out in today’s changing and dynamic marketplace, the proof points that matter when considering transitioning to a managed portfolio structure and indeed the sale price of your practice in the future.
Earn CPD points by taking the accreditation quiz in our Professional Development Centre
Related Insights
Insights
15th
May
15 May 2023
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and
28th
Nov
28 Nov 2022
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving
It’s well-documented – Managed portfolios provide a range of benefits for both clients and advice practices. In addition to driving
Insights
4th
Jul
4 Jul 2022
“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their
“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their