AMP adds features to North platform as it tops $30 billion in AUM
AMP has announced enhancements to its market-leading North wrap platform, continuing to make it easier and more efficient for advisers to support customers in achieving their financial goals. North recently passed A$30 billion in funds under management, making it one of the fastest growing platforms in Australia. MyNorth, part of the North platform, was also
May 31, 2017
The ideal income statement and how to use it
As a financial adviser, collecting data on your business helps only when you look at the right numbers. Net profit and other key statistics tell the tale.
May 31, 2017
FPA proposes 100 points of qualification and single exam for all
Financial Planning Association chief executive Dante De Gori unveiled proposals for education qualifications and a single exam for all planners at the FPA Roadshow in Brisbane.
May 31, 2017
Managed accounts helping efforts to give clients more face time
Managed accounts are nothing new, but a renewed interest from planners in back-office efficiency has sparked a resurgence.
May 30, 2017
Some answers to reduce clients’ stress around super changes
Poor communication with clients about upcoming changes to super could make them seek advice elsewhere. Here are some answers to frequent queries.
May 30, 2017
How to prepare a business – including your own – for tax season
Financial planning practices should consider any strategies and approaches for their own business that could help manage their tax liability. Here are some areas to review.
May 29, 2017
Marketing is pointless without a call to action
Generating more cash for your business through new sales should be your fundamental objective. That's why it's amazing how often marketing fails to present a call to action.
May 29, 2017
Help sort out technology’s boons and pitfalls
Technology is reshaping the world – and not always for the better. Moneysoft’s Peter Malekas considers a new report about digital technology and the role advisers can play.
May 29, 2017
There’s still time to help your clients with these tax tips
The end of the financial year is fast approaching. That means there are plenty of tax considerations to discuss, regarding superannuation, capital gains, trusts and more.
May 26, 2017
AMP details goals-based advice strategy, platform consolidation
AMP has shared its plans to reposition advisers as goals coaches and pair them with artificial intelligence in a bid to lift its wealth-management arm’s revenue growth.
May 26, 2017
