wealth management

AMP’s wealth management arm will launch a cost-cutting program and make sweeping redundancies across its workforce in a bid to turn the troubled business around. While “Ms Fixit” Alexis George is yet to step into her new role as AMP Limited chief executive after leaving ANZ, AMP Australia – which is responsible for wealth management…

The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the Banking Royal Commission helped drive the push towards independent platforms and product providers with a renewed client focus. New technology-based platforms have given financial advisers the ability to hold, transact and administer on a much…

Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology and infrastructure. The popularity of virtual communication platforms has surged. COVID-19 took the world by storm, bringing economies to their knees, schools deserted, shopping centres empty, entire sectors were closed as people were…

The shift towards non-aligned platform advice forced structural change within the wealth management that was long overdue. Findings from the Royal Banking Commission helped drive the push towards independent platforms and product providers because of their renewed client focus. New technology-based platforms have allowed financial advisers the ability to hold, transact and administer on a…

Franklin Templeton and Quantifeed’s plans to lead the digital advice sector Alex Ypsilanti, CEO and co-founder of Quantifeed, and James Verner, vice-president, digital strategy and wealth management at Franklin Templeton, spoke with The Inside Network’s Peter White about the new partnership and their first big project. These days you don’t get very far in terms…

There was a time, not so long ago, when AMP and the Australian banks dominated the New Zealand wealth management and advice sector. With Westpac confirming sale talks last week (October 16) and AMP’s ongoing sale saga, the locals have largely bought back the farm. Forsyth Barr is set to leapfrog Craigs Investment Partners –…

Building a financial advisery practice isn’t easy. From regulation to compliance, overheads to staff wages and client reporting to administration, there are so many time-consuming, ad hoc tasks that take up the time of an adviser which could be better spent dealing with clients. The solution? Streamline and automate manual, time consuming processes. And this…