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Welcome to @HUBsights where you can explore a range of industry topics and trends 

Empowering you with the latest insights and education materials on investments, technology, managed portfolios and practice management from industry experts.

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4th Dec

4 Dec 2024
Tech that is helping advisers now

Technology innovation to date has failed to provide the productivity uplift the advice industry needs to drive transformational change and

Tech that is helping advisers now

Technology innovation to date has failed to provide the productivity uplift the advice industry needs to drive transformational change and

4th Dec

4 Dec 2024
Education is an effective pathway to productivity 

Financially educating more Australians before they visit an adviser, could help the industry be more efficient, more cost-effective and meet

Education is an effective pathway to productivity 

Financially educating more Australians before they visit an adviser, could help the industry be more efficient, more cost-effective and meet

4th Dec

4 Dec 2024
Why collaboration is the x-factor to productivity   

The industry runs the risk of being a niche industry rather than a profession if it can only provide advice

Why collaboration is the x-factor to productivity   

The industry runs the risk of being a niche industry rather than a profession if it can only provide advice

4th Dec

4 Dec 2024
The three toughest productivity challenges (and ideas to solve them) 

Accessing data, sourcing talent and delivering simple versus complex advice are three top of mind productivity challenges facing our industry.

The three toughest productivity challenges (and ideas to solve them) 

Accessing data, sourcing talent and delivering simple versus complex advice are three top of mind productivity challenges facing our industry.

4th Dec

4 Dec 2024
AI is here, but can it help scale advice?

Artificial Intelligence (AI) can help solve industry challenges and potentially be an antidote to incrementalism, creating an industry wide opportunity

AI is here, but can it help scale advice?

Artificial Intelligence (AI) can help solve industry challenges and potentially be an antidote to incrementalism, creating an industry wide opportunity

12th Nov

12 Nov 2024
It’s all in the family. Discover a solution that spans generations: A case study

ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.

It’s all in the family. Discover a solution that spans generations: A case study

ELEVENTEN is based in Carlton, Melbourne and caters to high-net wealth families including specialist medical practitioners working in the area.

12th Nov

12 Nov 2024
Discover innovation to meet the needs of more clients: A case study

Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that

Discover innovation to meet the needs of more clients: A case study

Established in 2022 on Queen Street in the heart of Melbourne, Sonder Advisory Group has a diverse client base that

12th Nov

12 Nov 2024
HUB24 Discover unlocks client segments and multi-generational advice

Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client

HUB24 Discover unlocks client segments and multi-generational advice

Managed portfolios are becoming essential for delivering multi-generational advice, providing a broad range of benefits across age groups and client

24th May

24 May 2024
Client portals provide gateway to secure client engagement

Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on

Client portals provide gateway to secure client engagement

Take-outs: Consolidated logins via client portals are a common way people engage with their service providers, setting the standard on

24th May

24 May 2024
The top tech advisers are using to be more efficient and to see more clients

Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling

The top tech advisers are using to be more efficient and to see more clients

Take-outs: Integrating technology solutions into an advice practice improves practice efficiency and productivity, driving enhanced client experiences while also enabling

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