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Showing 1 - 10 of 882 results for %22AMP Advice%22

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... 2026. It added that the platform will complement the 12 platforms already available on its approved product list, including AMP, Praemium, HUB24 and Netwealth, in line with its position as an open architecture provider. "The pending launch of the IconiQ ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... status in real-time through platform work tracker," he said. The past 12 months saw platforms unleash a heap of enhancements. AMP's North launching fractional shares in managed accounts and CFS's Edge dividing client accounts into sub-accounts were some ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... delivered a significant scope of new functionality over the last 12 months," Investment Trends said. The report also commended AMP North as the "most improved" platform, following its introduction of a broad range of enhancements. Likewise, the newly ...

AMP reports boost in IFA flows, mulls advice unit options

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
Despite seeing an influx of independent financial advisers' (IFAs) business, AMP continues to seek alternatives for its advice unit as it reports another loss. In the first half of the 2024 financial year, the wealth firm recorded a 33% year on ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... changes, restructuring the division, appointing a new leadership team and reportedly axing several jobs. Prior to joining AMP, Hartley served as chief executive of Sunsuper for five years. "Scott joins at a pivotal point in the business and his appointment ...

Vale Jason Milosevski

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... the financial advice landscape for more than 20 years, building a vast network through business development roles with AXA, AMP, and Zurich. In 2015, Milosevski was named state manager, Victoria at Synchron, leading the dealer group's expansion efforts ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... small fintech players have now become behemoths. HUB24 and Netwealth's combined market capitalisation is now equivalent to AMP, Insignia, IRESS, Link, Bravura, Count, Wealth Today, Centrepoint, and Sequoia. "Having a technology-focused business without ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... risks to their financial stability," Lusher said. Stress testing is also common practice with Robert Devlin, the head of advice and partner Tribeca Financial. This is to ensure that clients can proactively plan for what the future might hold and help ...
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