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HUB24 expands relationship with Striver to support next generation of advisers 

Alisdair Barr

HUB24 has announced they will expand their relationship with Striver, a leading HR technology platform, to provide more educational resources to support the next generation of financial advisers. While the number of advisers in the industry has started to stabilise, more is needed to meet the growing demand for advice.[1]

Since 2022, HUB24 has been providing Striver’s tribe of students and graduates with access to education on managed portfolios. Going forward students will now be provided access to HUB24’s Managed Portfolio Academy, which provides a comprehensive understanding of managed portfolios and how they can help advisers enhance their value proposition, provide tangible benefits for clients and grow their business.

HUB24 will also be showcasing how emerging tech like AI and machine learning can deliver better outcomes for advisers and their clients, enabling cost-effective financial advice.

HUB24 Head of Group Marketing & Communications Anne McDonnell said: “We’re delighted to be continuing our support of Striver, providing education to the next generation of financial advisers and empowering better financial futures together.

“As the demand for access to quality financial advice continues to rise, ensuring a strong pipeline of new financial advisers into the industry is an important factor in meeting this demand and creating a sustainable advice profession.”

As part of the partnership, HUB24 Chief Product & Innovation Officer Craig Apps will be delivering a keynote address to Deakin University students on the rise of AI within the advice industry.

“Innovation, machine learning and AI is playing a significant role in the future of advice. By leveraging technology and data solutions, we can help solve some of the key challenges advisers and clients are facing and pave the way forward for our industry.”

Founder and CEO of Striver Alisdair Barr said: “We’re excited to gain the continued support of HUB24 who provide the Striver community with market-leading insights and resource materials.

“From showcasing education materials on managed portfolios, to sharing their innovations in financial services through AI and machine learning, all designed to achieve better outcomes for current and future advisers and their clients.

“We look forward to continuing our partnership with HUB24, supporting the sustainable growth of the profession and our mission of creating fulfilling careers.”

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Notes:
[1] https://www.afr.com/companies/financial-services/the-wealth-adviser-exodus-has-bottomed-out-for-now-20230414-p5d0fj

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