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‘Democratisation of wealth’: Nearly 3 in 5 advisers utilising managed accounts
Article
Blog
Greater efficiency for advisers and the flow-on benefits to clients continue to drive managed account adoption, which has almost tripled over the last decade, according to new research.
AMP North reveals new AI adviser assistant
Article
Blog
AMP’s North platform has launched a new file note assistant for financial advisers powered by artificial intelligence (AI), eliminating the need for manual note-taking.
Licensees employing managed accounts for bespoke client offerings
Article
Blog
It is not just advisers driving the adoption of managed accounts as advice licensees are developing their own bespoke strategies.
Women must act now if they want to save their retirement. Here’s how
Article
Blog
With women’s super balances $80K lower and many expecting a $1,500 monthly shortfall, Bec Wilson urges women to act now by boosting super, investing smart, and lifting financial literacy.
Younger women embrace geared strategies: Data
Article
Blog
Research shows Australians—particularly young women—are increasingly using geared investment strategies, with adoption outpacing growth in the overall online investor base.
‘Too big to ignore’: How platforms are helping unadvised clients
Article
Blog
Investment Trends points to a rising trend in platforms: supporting clients orphaned by advisers, with superannuation trustees striving to act in line with member interests.
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