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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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Webinars
30th Sep

30 Sep 2022
Accelerating the benefits of Managed Portfolios | Webinar

Brett Mennie, HUB24 Head of Managed Portfolios is joined by Lydia Pearson, State Manager VIC/TAS, Tim Scott (Ford Scott Financial

Accelerating the benefits of Managed Portfolios | Webinar

Brett Mennie, HUB24 Head of Managed Portfolios is joined by Lydia Pearson, State Manager VIC/TAS, Tim Scott (Ford Scott Financial

Insights
27th Sep

27 Sep 2022
Deepening client relationships through philanthropy

More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance.

Deepening client relationships through philanthropy

More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance.

Webinars
14th Sep

14 Sep 2022
Structured giving and philanthropy – starting the conversation with your clients | Webinar

More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance.

Structured giving and philanthropy – starting the conversation with your clients | Webinar

More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance.

Webinars
18th Aug

18 Aug 2022
HUB24 Present: Save time and drive client engagement | Webinar

Have you tried HUB24’s new client engagement tool yet? Present brings together the portfolio data advisers need to provide interactive

HUB24 Present: Save time and drive client engagement | Webinar

Have you tried HUB24’s new client engagement tool yet? Present brings together the portfolio data advisers need to provide interactive

Insights
4th Jul

4 Jul 2022
Client and business benefits driven by HUB24 Present: A case study

“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their

Client and business benefits driven by HUB24 Present: A case study

“Time is precious.”“Time is money.”“Time is your most valuable resource.” These phrases often ring true for financial advisers and their

Insights
23rd Jun

23 Jun 2022
Advice entrepreneurs in action: the power of education and social communities

How are advisers cutting through the jargon to engage younger generations? In this excerpt from our paper ‘How advice entrepreneurs

Advice entrepreneurs in action: the power of education and social communities

How are advisers cutting through the jargon to engage younger generations? In this excerpt from our paper ‘How advice entrepreneurs

Insights
23rd Jun

23 Jun 2022
Advice entrepreneurs in action: segmenting and high-net-wealth clients

How are advisers delivering advice in a process and format that matches the needs and preferences of their clients? In

Advice entrepreneurs in action: segmenting and high-net-wealth clients

How are advisers delivering advice in a process and format that matches the needs and preferences of their clients? In

Insights
6th Jun

6 Jun 2022
Advisers and industry leaders call for collaboration to solve advice accessibility challenge

Collaborative action to drive transformation must be taken to enable financial advice to be more cost-effective and accessible, not only

Advisers and industry leaders call for collaboration to solve advice accessibility challenge

Collaborative action to drive transformation must be taken to enable financial advice to be more cost-effective and accessible, not only

Webinars
16th May

16 May 2022
What does it take to thrive in the advice industry? | Webinar

How do successful advisers are dealing positively with industry changes and disruption? In this webinar, our Head of Retail Sales

What does it take to thrive in the advice industry? | Webinar

How do successful advisers are dealing positively with industry changes and disruption? In this webinar, our Head of Retail Sales

Insights
4th May

4 May 2022
Advice entrepreneurs in action: compliance and reimagining advice processes

The processes, documentation and language of compliance are not always client-friendly, so how can they be reimagined to make advice

Advice entrepreneurs in action: compliance and reimagining advice processes

The processes, documentation and language of compliance are not always client-friendly, so how can they be reimagined to make advice

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