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MANAGED PORTFOLIOS
Financial planning
AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase....
Financial planning
Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....
Financial planning
AMP has expanded its managed portfolio offer with additional options for the MyNorth Sustainable and Zenith ranges with further additions planned in due course....
Funds management
The investment and superannuation platform reported net inflows of $1.7 billion, representing a growth of 36.7% against the previous corresponding period. ...
Funds management
AMP MyNorth’s managed portfolios have exceeded $1 billion in funds under management, while clients’ allocations remained steady through COVID-19....
People & Products
AMP’s Invest Blue and Russell Investments have developed new managed portfolios which will be offered through AMP’s wrap platform MyNorth. ...
People & Products
The portfolio aims to help lower the carbon economy, avoid strategic investments in harmful sectors and drive positive change through capital. ...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Funds management
Multi-currency functionality has been added to the HUB24 platform, which will give investment managers the capability to include up to ten foreign currencies when impleme...
Financial planning
The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...
Financial planning
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...
People & Products
AMP has appointed Morningstar as the external research provider for its advice business. ...
Funds management
AMP has launched a new product consisting of 12 separately managed portfolios, with the MyNorth Managed Portfolios offering being available across its superannuation rang...
Features
Managed portfolios are increasingly offering varied and complex products and management tools, writes Janine Mace....
Financial planning
Advisers can better focus on providing holistic planning and strategic advice if they combine managed portfolios with a comprehensive platform....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...