Edwina Maloney

AMP has launched North Protect, giving eligible clients a simpler way to access or transfer group insurance with as few as three yes-or-no risk control questions*.

Underwritten by TAL, North Protect brings group insurance together with super and investments on North, giving advisers flexible cover options and a streamlined way to help clients consolidate their existing insurance arrangements.

Edwina Maloney, AMP Group Executive, Platforms, said: “Advisers told us they wanted a simpler way to bring their clients’ super, investments and insurance together. North Protect gives them practical options to do that.

“For clients with super and insurance spread across different funds, consolidation can be complicated by the need to retain appropriate protection. North Protect gives advisers another option to help simplify those arrangements.”

Three pathways to cover

North Protect complements North’s existing retail insurance offer through:

• Standard Cover – providing eligible clients with access to straightforward death and TPD insurance through a small number of risk control questions. Cover automatically adjusts as clients age.
• Tailored Cover – offering fully underwritten death, TPD and income protection insurance for eligible clients requiring greater flexibility.
• Insurance Transfers – allowing eligible clients to transfer existing cover from another super fund. Transfer limits include up to $2 million in death and TPD cover and up to $20,000 a month in income protection cover, subject to risk control questions and eligibility requirements.

Eligible clients can also continue existing North Protect death cover when moving from a North or MyNorth Super account into the corresponding pension account. This continuation applies to death cover only, with cover ending at age 70, subject to policy terms.

Advisers can generate quotes, submit and track applications, and manage cover online through the AGI portal.

Gai Ferrington, AMP General Manager, Product and Pricing, said: “We know many advisers are looking for an easier and more practical way to help clients protect what is often their most valuable asset: their ability to earn an income.

“They also want greater flexibility in how they support different client needs, from straightforward insurance requirements through to more tailored solutions as clients’ circumstances change over time.

“North Protect has been shaped by that feedback, giving advisers more ways to support their clients’ protection needs.”

———-

*Minimum and maximum cover limits, eligibility criteria and other terms and conditions will apply. Further details provided in the North Protect Insurance Guide.

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Sharyn Baker

North has announced a new partnership with talent development and recruitment specialist Striver, reinforcing its commitment to supporting the future of the financial advice profession.

To mark the partnership, North will host Striver’s flagship Brimstone Sydney event, bringing together students, graduates, career changers and industry leaders to explore opportunities in financial advice.

The partnership comes at a critical time for the profession, with demand for financial advice continuing to grow while adviser numbers remain constrained.

Through initiatives such as Brimstone, North and Striver aim to help create stronger pathways into advice and inspire more people to pursue careers in the profession.

Helping encourage the next generation of advisers

North has a long-standing commitment to supporting advisers and helping Australians achieve better financial outcomes.

The partnership with Striver builds on that commitment by investing in emerging talent and helping strengthen the profession for future generations.

Brimstone Sydney will provide attendees with insights into the financial advice profession, opportunities to connect with advisers and industry leaders, and practical guidance on entering and building a career within the sector.

The event will be hosted by North at AMP’s Sydney headquarters on 15 September 2026.

Alisdair Barr, Founder and CEO of Striver, said Brimstone was designed to showcase the opportunities available within financial advice and connect aspiring advisers with industry leaders.

“At Striver, we’re passionate about creating clearer pathways into financial advice and connecting talented people with meaningful careers in the profession. Brimstone brings together students, graduates, career changers and industry leaders to showcase what’s possible in advice.

“For many attendees, these events provide their first exposure to the profession and often the moment they realise financial advice can be a rewarding and purpose-driven career. North’s commitment to growing the profession and supporting emerging talent makes them a natural partner.

“Together, we’re helping create opportunities for the next generation of advisers to learn, connect and take their first step into the industry.”

Sharyn Baker, Director, Operations, Platforms at AMP, said supporting the adviser community and its future talent pipeline was central to North’s purpose.

“At North, we believe great advice changes lives. It helps Australians navigate important financial decisions and achieve better outcomes throughout every stage of life.

“Supporting advisers has always been part of who we are, and this partnership with Striver reflects our commitment to helping attract, develop and inspire the next generation of advice professionals.

“Brimstone Sydney is about more than a single event. It’s about bringing together future talent, experienced professionals and industry leaders to help strengthen the profession, expand career pathways and ensure more Australians can access quality financial advice in the years ahead.”

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David Hutchison

Managed portfolios have evolved from an efficiency tool into the default operating system for advice businesses today, with advisers increasingly adopting them to improve governance, scale their businesses and deliver more consistent client outcomes, according to North’s latest Managed Portfolios Insights Report.

The report finds Australia is increasingly following trends already established in the United States and United Kingdom, where managed portfolios have become the backbone of advice delivery.
In a sign of the growing maturity of Australia’s wealth market, managed portfolios now account for 30% of total advised FUA, up from just 16% in 2021, according to NMG^[1].

It reflects a broader shift across the advice profession, where managed portfolios are increasingly being viewed not simply as investment products but as the core infrastructure that enables advisers to serve more clients, because it delivers better client outcomes with improved efficiency and stronger investment governance.

North reaches new $28 billion milestone

The report highlights North’s managed portfolios surpassed $28.3 billion in funds under management, as at 30 June 2026. That marks an increase of over 31%, up from $21.5 billion a year earlier, with AI and retirement income thematics proving popular among advisers.

This momentum was driven by several exciting new additions to the platform, as North added 63 new portfolios, 18 new series and four new portfolio managers over the past 6 months.

The report also demonstrates how advisers are putting managed portfolios at the centre of their operating models. Leading providers are now combining scalable portfolio management with client segmentation, tailored solutions, advice technology and engagement tools to deliver a vastly enhanced advice proposition and better client experience.

Focus on retirement income and greater personalisation

Alex Berlee, Director of AGS Financial Group, said managed portfolios had become an important part of delivering better outcomes for clients while helping advisers manage growing business demands.

“We’re big believers in the value of SMAs for both clients and the practice and have had an excellent take-up so far. In terms of retirement income, we’ve implemented specific retirement SMAs to provide more stable, income-focused portfolios,” Berlee said.

“These differ from our accumulation client SMAs in two ways. Firstly, they’re core income focused, to help reduce volatility for retired clients. Secondly, we separate out the growth and defensive assets into two specific SMAs in line with the bucketing approach to help avoid drawdown from volatile growth assets.”

Aequitas Investment Partners chief executive officer Nino Ramunno noted there has been growing demand for bespoke managed accounts, greater portfolio personalisation and outsourced investment expertise.

“Practices want solutions that reflect their brand and investment beliefs while taking advantage of institutional-quality governance and portfolio management,” Ramunno said.

Andrew Yap, Head of Portfolio Solutions, Zenith Investment Partners said managed portfolios have grown because they fundamentally transform how advice practices scale and deliver portfolio management.

“With fewer advisers and growing client demand, managed portfolios provide a clear pathway to efficiency; automating trading, rebalancing and reporting, and freeing up adviser time for client engagement. They also enhance practice attractiveness in a market rich with M&A activity,” Yap said.
David Hutchison, General Manager, Managed Portfolios and Investments at AMP, said managed portfolios have become central to how advice businesses operate and grow.

“Managed portfolios have become a strategic operating model for many advice practices today. They deliver better client outcomes via better governance, streamlined and repeatable client experiences and they also provide practices with a scalable solution capable of delivering meaningful outcomes for more Australians.”

“The defining shift ahead isn’t growth in funds under management. It’s the better investor outcomes (beyond just investment returns) and what practices do with the capacity managed portfolios release. Firms that treat managed portfolios as core infrastructure rather than an investment product are already reporting more consistent client experiences and greater capacity to take on new clients.”

“The next phase of growth will be driven by technology, customisation and strong

————

Notes:
[1] Source: NMG SMA Market Report, June 2026

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Emma Kirk

North, one of Australia’s leading retirement and investment platforms, has appointed Emma Kirk as Head of Strategic Growth, further strengthening its senior distribution leadership team as it continues to build momentum across platforms, managed portfolios and retirement solutions.

Reporting to Kris Goodwin, Director Growth & Wealth Distribution, Emma Kirk will lead North’s strategic sales and partnership agenda across North, MyNorth Lifetime, MyNorth Guarantee, Managed Portfolios, and the AMP Managed Funds, with a focus on deepening relationships with advice licensees and strategic partners.

The appointment comes as North continues to invest in its distribution capability to support growing adviser demand and accelerate growth across its platform and retirement offerings.
Emma Kirk brings more than 30 years of experience across the wealth management value chain, spanning platforms, superannuation, funds management and financial advice. Most recently, she has served as Regional Director, Stockbroking and Private Wealth at Dimensional Fund Advisors, where she has been responsible for growing relationships across stockbroking and private wealth firms nationally.

Prior to joining Dimensional, Emma Kirk spent six years at Magellan Financial Group in a senior distribution role covering stockbrokers, share-trading platforms and self-directed investors. Earlier in her career, she held senior roles at ANZ Wealth Australia and Asgard Wealth Solutions, where she led new business across the Securitor and Licensee Select dealer groups.

Importantly, Emma Kirk began her career at AMP, holding roles within AMP Financial Planning and AMP Adviser Services, providing her with a deep understanding of the adviser ecosystem and North’s strategic growth opportunities.

Kris Goodwin, Director, Growth & Wealth Distribution at AMP said Emma Kirk’s appointment reflected North’s continued focus on building a world-class distribution team and strengthening relationships across the advice industry.

“Emma is one of the most respected distribution leaders in Australian wealth management, with deep experience across platforms, advice, investments and superannuation. She brings a powerful combination of strategic relationship management, commercial acumen and a genuine understanding of what advice businesses need to grow and deliver better client outcomes.

“North continues to strengthen its senior distribution ranks and invest in our capability, including growing our National Business Manager team to support advisers and licensees across the country. Emma’s appointment is an important part of that strategy.

“Her deep licensee relationships and extensive experience across the wealth management landscape will play a critical role as we continue to grow North and deliver on our strategic growth ambitions.”

Edwina Maloney, Group Executive, Platforms at AMP said the appointment highlighted North’s commitment to partnering with advisers and delivering market-leading solutions.
“Emma joins North at an exciting time as adviser demand for high-quality platform, retirement and managed portfolio solutions continues to grow.

“She brings more than three decades of experience across every part of the wealth value chain and a proven track record of building trusted partnerships and driving growth.

“Importantly, Emma knows AMP well, having started her career here. Returning with the breadth of experience she has gained across advice, platforms, investments and superannuation makes her exceptionally well placed to help drive the next phase of North’s growth.”

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Kristen Lennis-Harvey

North has appointed Kristen Lennis‑Harvey as Head of Business Development and National Sales Manager, reporting to Kristine Goodwin, Director, Platforms Growth and Wealth Distribution.

The appointment reflects North’s focus on backing advisers to grow stronger businesses – and support more clients to achieve better retirement outcomes.

It follows the addition of eight New Business Managers to North’s national sales team this year, as North continues to strengthen its distribution capabilities, expanding its footprint, and reinforcing its commitment to supporting the advice profession.

Kristine Goodwin, Director, Platforms Growth and Wealth Distribution at AMP, said the role is central to how North supports advisers as it continues to invest in the platform.

“Everything we do at North is focused on helping advisers grow their businesses and deliver great outcomes for more clients.”

“That means working closely with advisers, understanding what they need day to day, and ensuring our investment in the platform supports the way advice businesses are evolving.”

“Kristen has built her career on creating high performing teams and strong partnerships that drive growth.  That experience will be incredibly valuable as we continue to strengthen the way we support advisers.”

Edwina Maloney, Group Executive, Platforms at AMP, said advisers and their clients are at the centre of North’s growth strategy.

“Kristen’s appointment reflects our commitment to continuing to invest in North and in the people who work closely with advisers to help their businesses thrive.”

Kristen Lennis-Harvey background

Kristen has most recently held senior national roles at healthtech company United Health Group (UHG) and insurer AIA Australia, where she was responsible for overseeing key client relationships, negotiating large commercial contracts, driving sales growth and ensuring strategic alignment.

As General Manager – Customer at UHG, Kristen was responsible for driving growth through UHG’s strategic partnerships in the insurance, legal, workers compensation and CTP sectors.

Kristen has also served in National Account Manager roles at both Zurich Australia and Commonwealth Bank’s CommInsure.

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Ben Hillier

North has launched a new Retirement Philosophy, designed to help advice practices deepen their thinking on retirement advice and develop a clear, consistent approach tailored to their own clients.

Developed by the Retirement Confidence Hub, the Retirement Philosophy has six principles (SMILE+R) for managing client risks as they transition into retirement and reinforces the importance of addressing these challenges through a broader set of strategies, not investment selection alone.

It is a practical framework and discussion aid that supports advice practices to articulate how they think about retirement, the risks retirees face, and the trade‑offs clients must navigate as they approach and move through retirement.

AMP Retirement Confidence Hub Chair and Director of Retirement at AMP, Ben Hillier, said: “Retirement today is no longer a single decision or a short phase of life. Australians are retiring earlier, living longer, and facing more uncertainty than ever before.”

“Our Retirement Philosophy has been developed to help advice practices step back and articulate how they think about retirement advice – not just the products used, but the risks managed, the client needs prioritised and the outcomes they’re trying to deliver.”

“When clients understand how their retirement has been structured and why certain decisions have been made, it builds trust and confidence.”

“For advisers, having a documented retirement philosophy creates clarity across the advice team, supports consistent client experiences, and strengthens their value proposition in a highly competitive market.”

Delivering confidence and client-centred outcomes

According to AMP research, most older Australians find it challenging to navigate our retirement system with 3 in 4 Australians aged 50+ saying they find the system too complex^[1] and 2 in 5 holding back spending for fear of running out^[2]. In addition, over half (52%) of Australians aged 50+ are stressed or worried about having enough super for retirement.
A clearly articulated retirement philosophy can help advisers better serve this cohort of Australians heading into retirement by materially improving client confidence and the consistency of advice delivery.

Rather than prescribing a single approach, the Retirement Philosophy is intended to be adapted by practices to align with their own beliefs, values and client base, while helping advisers deliver more confident, client‑centred retirement outcomes.

The Philosophy also introduces a needs‑based framework for retirement, known as the Five Ls – Liquidity, Living, Lifestyle, Later and Legacy – to help advisers and clients have clearer conversations about what money is for at different stages of retirement, and the trade‑offs between spending now and planning for later life.

Evolving traditional approaches to retirement planning

According to Treasury’s Retirement Income Review, many Australians are not using the superannuation system as it is intended and could be drawing down more from their superannuation balances but fail to do so – with the majority passing away with the bulk of their wealth still intact.

The framework looks to solve this problem by encouraging advisers to move beyond planning to life expectancy alone, and instead consider planning to an ‘80 per cent confidence age’.

This recognises that many Australians will live well beyond average life expectancy and need greater certainty that essential living costs can be met for life.

Delivered through AMP’s Retirement Confidence Hub, the Retirement Philosophy forms part of a broader suite of thought leadership and structured resources designed to support advice practices as they help clients transition from accumulation to retirement and beyond.

AMP Group Executive, Platforms, Edwina Maloney said the framework responds to the growing complexity of retirement and the need for more structured advice conversations. It follows on from the launch of AMP’s Retirement Confidence Hub in September last year.

“At North, our retirement philosophy is built around one simple idea: confidence. Confidence that your essentials are covered for life. Confidence that you can ride out markets and inflation. And confidence to actually enjoy your retirement without a fear of running out or looking back with regret.

“That’s why our approach focuses on the real risks retirees face, not just financial ones, and designs strategies around how people actually live.

“Our aim with the Retirement Philosophy, alongside the Retirement Confidence Hub, is to give advisers practical frameworks and insights they can genuinely use.”

“This isn’t about telling practices what their philosophy should be, it’s about giving them the tools to develop one that reflects their clients, their business and their belief in what good retirement advice looks like.”

The Retirement Philosophy framework is available now to advice practices via the AMP Retirement Confidence Hub.

———

Notes:
[1] Source: Australians financially illiterate when it comes to retirement – AMP
[2] Source: AMP’s Retirement Confidence Pulse

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David Hutchison

AMP’s bi-annual North Managed Portfolios Insights Report finds managed portfolios are becoming the advice vehicle of choice for more practices across Australia, cementing themselves as a mainstay in adviser portfolios.

Launched yesterday, the report looks at the outlook for managed portfolios in Australia and the structural trends and investment themes that underpin them today.

Index managed portfolios were the most popular among advisers on North over the last 12 months, along with partnered managed portfolios which saw over $2 billion in net inflows over the last 12 months.

That contributed to total partnered managed portfolio AUM growing from $12.7 billion to $16.6 billion over the course of 2025, an increase of $3.9 billion, with private markets seen as next ‘growth opportunity’ for sector innovation.

A total of 119 portfolios were added to the platform across 2025, with 25 new series launched, bringing the total to 597 portfolios on North.

Key findings:

• Record growth: North managed portfolios AUM grew for a fifth consecutive year, rising by 31.8% from $19.1 billion to $25.2 billion, as at 30 December 2025.
• Index managed portfolios ‘most popular’ among advisers on North with private markets seen as next ‘growth opportunity’ for sector innovation.
• North’s Buy menu grew by an additional $1 billion to $7 billion, up from $6 billion in 2024 thanks to strong positive flows.
• $25.2 billion in Total AUM: growing from $19 billion as total AUM for North managed portfolios jumped for another consecutive year.
• Over 4200 advisers now on North: With a total addressable market of 12,470, one in three advisers are using North with managed portfolios representing a significant growth opportunity.^[1]

David Hutchison, General Manager of Managed Portfolios and Investments, AMP said: “2025 was another exciting year for managed portfolios on North, with strong growth and excellent new product offerings alongside several new investment managers joining us.
“Over the last 12 months, almost 120 new portfolios were delivered, catering for a breadth of our client and adviser needs. That includes our private markets capability, set up last year, which is really exciting and we look forward to launching a number of PMO portfolios in the first half of 2026.

“We’re pleased to be working with some of the industry’s best investment managers to provide advisers and their clients with true diversification across multiple asset classes and investment options, ensuring their needs are met at every life stage.

“We saw a total of 10 new investment managers welcomed to the platform and 25 new series launched, giving advisers and their clients access to cutting-edge and world-class strategies on North that they can now add to their portfolio mix.”

Edwina Maloney, Group Executive, Platforms, AMP said: “We recognise the twin challenges facing many advice practice owners today: business growth through profitability and maintaining exceptional client outcomes. That’s why managed accounts are so compelling – they allow more advice practices to achieve both while scaling their business responsibly and meeting the changing needs of clients today.
“While the increasing sophistication in the construction and management of managed portfolios has lots of exciting potential, providing access to these innovative developments cannot happen at the expense of good governance.

“Every investment option on North earns its place – and maintains it – through a disciplined governance process. It’s how we protect investors and give advisers confidence. It’s also not a ‘set and forget’ progress – we have and we will continue to test and improve this process to ensure it remains industry best practice.”

Making private markets accessible to retail investors

North is also pleased to announce it has expanded its investment menu with the launch of the Cornerstone Private Markets Managed Portfolio in partnership with Invest Blue Group.

Available to advisers on North, the separately managed accounts suite sits alongside clients’ existing investments and operates as a ‘satellite’ allocation to reduce clients liquidity risk, bringing more choice and flexibility. It offers a simple, advised pathway into private equity, private credit and real assets, providing everyday advised clients exposure to assets traditionally regarded as ‘out of reach’ for most Australians.

The new SMAs reflect a significant cross‑functional effort across technology, business, and operations to uplift North’s capability to support both illiquid and semi‑liquid assets on platform.

Neil Rogan, managing director – Head of Distribution, Australia and New Zealand, Russell Investments said: “The convergence of public and private markets is reshaping portfolio construction. Many of today’s capital-intensive growth opportunities are funded privately long before they ever reach listed markets, yet until recently there were limited practical ways for retail clients to access that part of the opportunity set.

“The recent launch of private markets within a managed portfolio structure on platforms like North reflects how the industry is evolving to close that gap. Managed portfolios provide a governed, diversified way to incorporate private market exposure, which is what makes this innovation meaningful for advisers and their clients.”

Michael Bova, Family Wealth Advisory managing director said: “The ability to harness private markets within a disciplined managed discretionary account is a powerful step forward for the industry and also enhances governance. We’ve increasingly integrated private markets into our wholesale portfolios because they provide access to sources of return that simply aren’t available in listed markets.
“Private equity, private credit, and real assets offer operational alpha and an illiquidity premium that can materially improve long-term real return outcomes for clients who have the time horizon and liquidity profile to accommodate them.”

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Edwina Maloney

AMP has launched the ‘North Interactive Wealth Portal’, marking a significant evolution of the North platform from a product administration engine to a comprehensive, advice enablement experience.

Built on North’s market‑leading digital capabilities, the North Interactive Wealth Portal brings together advice implementation and advice enablement in one integrated experience – fast-tracking practice growth and enabling better retirement outcomes for clients.

Designed to be offered as a standalone solution, the portal offers seamless integration of North’s superannuation and investment products with a powerful retirement projection modelling tool for advisers to deepen relationships and simplify complex concepts, making advice easier to understand.

Empowering advisers from onboarding to execution

With a focus on driving efficiency, the North Interactive Wealth Portal introduces powerful new capabilities, including dynamic projection tools and whole-of-wealth dashboards^[1].

Future enhancements will continue to be added over the next 12 months to take advantage of ongoing technology improvements, including North’s AI capabilities.

Currently, North processes around 500,000 online requests each year, with around 70 per cent completed instantly through straight‑through processing.

For more complex requests, advisers and support staff can now track every step digitally through the portal’s enhanced Activity Management feature, which has reduced calls by 16 per cent and improved processing times by 30 per cent since launch.

The portal builds on North’s existing strengths across retirement strategy execution, integrated advice tools and client engagement, and introduces a more connected and intuitive way for advisers and support staff to manage the end‑to‑end advice lifecycle.

• Whole of Wealth Dashboards showing a holistic picture of clients’ assets and providing unified tracking of all platform activities. Allows setting and tracking of client goals, as well as the ability to manually capture valuations and income for off-platform assets.
• Retirement Projection Modelling Tool designed to simply illustrate a client’s future wealth – both income and capital – while demonstrating the benefits of market-linked income streams in minutes2
• Seamless Advice-to-Implementation: More accurate strategy implementation as well as integration with existing North functionality.
• White-labelling options for advice practices helping advisers to tailor their advice, deepen relationships and focus on enhanced client engagement
• Seamless AI integration: Brings in the market-leading capabilities of AI FileNote – which has helped advisers save up to 30 minutes of preparation time per client review

• Client fact find and document sharing for central workflow management: Advisers will be able to share documents with clients via the portal, and clients can digitally review and provide consent, with a full audit trail.
• More sophisticated AI-enabled features to further streamline advice processes and implementation, set to drop in the coming months

According to SuitabilityHub, these capabilities will help advisers spend less time on administration and support more meaningful client conversations – whether reviewing past outcomes or planning for the future^[2].
In addition, North was recently recognised by NMG as the leading platform for adviser proposition and price competitiveness, relative to peers^[3]

Unlike other platforms, the North Interactive Wealth Portal is available free to North users and will not be limited to clients with a North account, strengthening North’s ability to serve and target the IFA market. It will feature at North’s upcoming national roadshow commencing on March 24.

Edwina Maloney, Group Executive, Platforms, AMP said: “We’re excited to be not just talking about platform enhancements, but actually delivering them for advisers and their clients.

“Our new Interactive Wealth Portal is a game-changer for advice practices today, reflecting our continued focus on adviser efficiency and differentiation.

“North plays a very important role in enabling advisers to have more capacity to see more clients through the latest technology, delivering exceptional value and helping bring to life better solutions that cater to their needs.

“This launch is about helping advice practices grow with confidence. By combining robust straight‑through processing, transparent digital service and market‑leading engagement tools, the North Interactive Wealth Portal enables advisers to showcase the value of advice while reducing cost and complexity.”

Peter Batsakis, General Manager, Adviser Experience and Digital, AMP said: “This is the beginning of the journey to transform North’s platform into an end-to-end advice enablement tool, reducing the friction between advice preparation and implementation while enhancing client engagement every step of the way.

“North has always been a market-leader in AI and digital innovation and the North Interactive Wealth Portal brings together the best of advice implementation and advice enablement in one experience. By giving advisers and support staff full visibility, automation and digital control, we’re helping practices operate more efficiently while delivering better outcomes for clients.”

———-

Notes:
[1] Includes retirement forecasts, recontributions and integration with AMP’s Lifetime Super Boost
[2] Source: SuitabilityHub 2026 Platform Market Wrap
[3] Source: February 2026. NMG Australian Wealth Adviser Study 2025

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Edwina Maloney

AMP is pleased to announce the next evolution of North with the upcoming launch of North Interactive Wealth Portal, marking the platform’s strategic shift from a product administrator to an end-to-end digital advice experience.

With a vision to unify the entire advice journey – from initial client meeting, through to advice presentation, product implementation and ongoing reviews – the North Interactive Wealth Portal will provide an integrated seamless experience for practices seeking to grow clients per adviser.

Launching in 2026, the portal will provide advisers with a 360-degree view of all their clients’ entire wealth, financial goals and wealth projection, helping uplift their client engagement experience.

By transforming a currently fragmented process into a seamless experience, North strives to provide advice practices with increased operational efficiency, enabling them to focus on client and practice growth.

The North Interactive Wealth Portal will be integrated into the North Platform as a standalone module available to all users, support seamless product implementation and create significant efficiencies.

What’s launching:

• Whole of Wealth Dashboard
• Projection Modelling Tool
• Client Review Tool (Enhanced)
• AI-enabled Product Implementation
• Client-portal

North was the first platform in Australia to launch an innovative retirement income stream, MyNorth Lifetime, in 2022. The North Interactive Wealth Portal is the latest example of North’s ongoing leadership in product and platform innovation.

Peter Batsakis, General Manager Adviser Experience and Digital, AMP said: “North Interactive will help advisers shift client reviews from a discussion of the client’s past investment performance to a digitally enabled, holistic planning conversation focused on a client’s future financial outcomes to help showcase the value of advice; a first for a major wrap platform in Australia.”

Edwina Maloney, Group Executive, Platforms, AMP said: “AMP is committed to helping practices across the country realise their growth ambitions by marrying real innovation with robust compliance and security.

“We’re excited to be launching our North Interactive Wealth Portal next year which will feature secure, practice-branded client access, digital consent, and document sharing with full audit trails.”

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David Hutchison

Key points

• Newly-launched biannual report by North explores why 2025 is a tipping point for managed account adoption
• 24.6% annual increase in AUM for managed accounts in Australia, rising to $256.24 billion in AUM according to the latest figures.^[1]
• Two in three advisers now use managed portfolios^[2], yet only about one-third of advised assets are in managed portfolios^[3], highlighting significant opportunity for growth

AMP’s inaugural North Managed Portfolios Insights Report finds 2025 is the tipping point: managed portfolios have moved from an efficiency play to the default operating system for advice – driven by advisers seeking stronger governance, less implementation risk and more client time.

The numbers tell a compelling story. According to the latest IMAP and Milliman Census, total Australian managed portfolio assets under management (AUM) reached $256.24 billion as of 30 June 2025 – representing close to 25% growth year-on-year.

At the same time North has just achieved its fastest half year of growth, with managed portfolio AUM surging by more than $2.7 billion during the period to reach $21.8 billion as of 30 June 2025 thanks to flows and market movement – a 37% increase over the past year.

The biannual report draws on expert insights from independent advisers, asset consultants and some of the foremost thinkers in investment management.

By examining the investment trends and themes shaping managed portfolios today, North’s Managed Portfolios Insights Report provides advice practices across Australia—and those exploring managed accounts for the first time—with a clear view of the structural transformation underway in wealth management.

Key Findings

• Record Growth: Managed portfolio assets under management in Australia reached $256.24 billion at June 2025, a 24.6% year-on-year increase.
• Boutiques break through: While the top managers still command the bulk of industry assets, the report shows rapid growth from challengers, with challenger managers fast gaining traction as advisers diversify their manager line-ups to access global capability, alternatives and ESG-focused strategies at scale.
• Adviser Adoption: Managed portfolios have shifted from niche solutions to the centre of advice delivery, offering advisers better governance, streamlined compliance, and more time for client conversations. Two thirds of advisers now use managed accounts^[2], yet only about one-third of advised assets^[3] are in managed portfolios, highlighting significant room for growth.
• Innovation and Customisation: The next wave of growth will be driven by customisation, technology integration and the inclusion of alternative assets, as well as private markets and sustainable investments.
  As an example, North’s “Blend” style solutions are gaining popularity, merging off-the-shelf efficiency with adviser control.
  Launched in June, North innovative ‘Blend’ offer enables advisers who are seeking the efficiencies of managed portfolios (but may not have the scale just yet) to partially customise according to their clients’ needs at a holistic ‘Portfolio Series’ level supports advice practices who want to tailor model portfolios realise the practice efficiency and client improvements from managing a model portfolio solution.
• Global Perspective: Australia’s transformation reflects global trends, with managed portfolios becoming the default architecture of advice in the US and UK. Regulatory changes are accelerating adoption and innovation worldwide.

Notes:
[1] Source: IMAP FUM Census report for 2025. Data as at 30 June 2025
[2] Source: 16th SPDR ETFs / Investment Trends Managed Accounts Report
[3] Source: NMG Consulting

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