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        <title>AdviserVoiceEdwina Maloney Archives - AdviserVoice</title>
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        <description>Financial planner information &#38; financial planner education/CPD - AdviserVoice</description>
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                <title>North simplifies estate planning and intergenerational wealth transfer with estateXchange partnership</title>
                <link>https://www.adviservoice.com.au/2026/07/north-simplifies-estate-planning-and-intergenerational-wealth-transfer-with-estatexchange-partnership/</link>
                <comments>https://www.adviservoice.com.au/2026/07/north-simplifies-estate-planning-and-intergenerational-wealth-transfer-with-estatexchange-partnership/#respond</comments>
                <pubDate>Thu, 02 Jul 2026 21:10:18 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Marielle Yeoh]]></category>
		<category><![CDATA[Sarah Poole]]></category>
		<category><![CDATA[Sharyn Baker]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=112321</guid>
                                    <description><![CDATA[<div id="attachment_95318" style="width: 660px" class="wp-caption alignnone"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-95318" class="size-full wp-image-95318" src="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-95318" class="wp-caption-text">Edwina Maloney</p></div>
<h3>North, one of Australia’s leading retirement and investment platforms, has partnered with estateXchange to provide advisers, beneficiaries and professional representatives with access to a secure, digital solution that simplifies the administration of deceased estates.</h3>
<p>Through the partnership, North becomes the first wealth platform in Australia to join the estateXchange network, supporting a more coordinated and efficient way to manage wills, inheritance and estate-related documentation.</p>
<p>estateXchange enables advisers, solicitors, accountants and beneficiaries to upload and share documentation once through a secure digital channel, reducing duplication and improving visibility for all parties involved in managing a deceased client’s affairs.</p>
<p>North’s integration with estateXchange extends its focus on delivering connected, practical technology that supports advisers and their clients across the full lifecycle – from accumulation through to retirement and beyond.</p>
<p>The announcement follows the launch of the North Interactive Wealth Portal in March<sup>[1]</sup> and supports North’s existing platform capabilities, supporting a more consistent, secure and coordinated experience for advisers and their clients. It also complements North’s existing work to uplift the estate planning experience.</p>
<h2>Improving the experience at a difficult time</h2>
<p>According to AMP’s Retirement Confidence Pulse, estate planning and inheritance was the number one topic that Australians under 40 said they wished their parents had spoken to them about before retirement<sup>[2]</sup>.</p>
<p>In newly-released findings, just half of 2000 Australians surveyed said they have a will<sup>[3]</sup> and less than a third of those aged 50 and over have spoken to their kids about inheritance, with many left under-prepared and ill-equipped to manage their estate and affairs, particularly in the event of the death of a family member or loved one.</p>
<p>Administering a deceased estate in Australia can also be complex and time-consuming, often involving multiple organisations and repeated requests for information.</p>
<p>In other new findings, Deloitte Access Economics research shows Australians typically engage with up to 37 different administration and service providers when managing and administering a deceased estate<sup>[3]</sup>.</p>
<p>The process typically takes between 9 to 12 months to finalise and has a significant emotional impact, with over 4 in 5 Australians reporting their wellbeing suffered due to the lengthy administration process<sup>[2]</sup>.</p>
<p>At the same time, 9 in 10 Australians surveyed believe the process can be improved<sup>[2]</sup>, with a strong preference for solutions that reduce duplication, enable faster processing and provide a central platform for dealing with multiple providers.</p>
<h2>Reducing complexity and duplication</h2>
<p>The partnership introduces a structured digital channel for managing inheritance claims and deceased estate administration, helping to:</p>
<ul>
<li>Reduce repeated requests for the same documents across multiple organisations</li>
<li>Improve visibility of who is involved in a deceased estate matter</li>
<li>Minimise reliance on email, post and manual processes</li>
<li>Enable more efficient engagement between North and professional representatives</li>
</ul>
<p>Edwina Maloney, Group Executive, Platforms at AMP: “Having access to timely financial advice and a more coordinated experience can make all the difference when making sure your estate and affairs are in order.</p>
<p>“For advisers using North, our partnership with estateXchange complements existing North processes and digital servicing, helping advisers better support their clients through key life events, including intergenerational wealth transfer and retirement transitions.</p>
<p>“Today’s announcement is all about making it easier to securely share information, provide clearer communication and bring greater structure to the way deceased estate matters are managed.</p>
<p>“This is about supporting advisers to deliver a better experience for families and beneficiaries, while ensuring North continues to evolve as a platform that supports clients through every stage of their financial journey.”</p>
<p>Sharyn Baker, Director, Operations, Platforms at AMP: “Handling the loss of a loved one is never easy, and the administration that follows can add complexity at a time when people need clarity and support.</p>
<p>“The integration with estateXchange helps streamline how advisers and professional representatives interact with North, giving them a more efficient and transparent way to manage documentation and claims.</p>
<p>“The benefit of estateXchange is that it simplifies document collection and engagement with multiple parties, taking out the friction of what is often a complex and challenging process.</p>
<p>“It underlines North’s commitment to advisers in helping pave the way for a more consistent, digital approach to managing deceased estate administration and related claims, supporting you more effectively in the moments that matter.”</p>
<p>Sarah Poole and Marielle Yeoh, Co-CEOs, estateXchange: “Dealing with a customer’s super, investments and other estate-related assets after death remains too fragmented for families and their advisers. North joining estateXchange is an important step toward a more secure, consistent and connected way to manage these sensitive matters.</p>
<p>“North’s participation reflects the kind of industry leadership needed to modernise how organisations support beneficiaries and their representatives after a client passes away. We’re pleased to welcome North to the estateXchange network and to work together toward a better experience for families, beneficiaries and professionals.”</p>
<p>&#8212;&#8212;&#8212;</p>
<h6><strong>Notes:</strong><br />
[1] <a href="https://www.amp.com.au/about-amp/news/2026/march/North-delivers-market-first-portal-for-adviser-efficiency-and-client-engagement">https://www.amp.com.au/about-amp/news/2026/march/North-delivers-market-first-portal-for-adviser-efficiency-and-client-engagement</a><br />
[1] 51% of Australians have a will and only 31% of over 50s have spoken to kids about inheritance. Source: AMP’s Retirement Confidence Pulse 2025<br />
[2] Source: The State of Estates: The case for change in how we manage deceased estates in Australia, Deloitte Access Economics, 18 November 2025</h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_95318" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-95318" class="size-full wp-image-95318" src="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-95318" class="wp-caption-text">Edwina Maloney</p></div>
<h3>North, one of Australia’s leading retirement and investment platforms, has partnered with estateXchange to provide advisers, beneficiaries and professional representatives with access to a secure, digital solution that simplifies the administration of deceased estates.</h3>
<p>Through the partnership, North becomes the first wealth platform in Australia to join the estateXchange network, supporting a more coordinated and efficient way to manage wills, inheritance and estate-related documentation.</p>
<p>estateXchange enables advisers, solicitors, accountants and beneficiaries to upload and share documentation once through a secure digital channel, reducing duplication and improving visibility for all parties involved in managing a deceased client’s affairs.</p>
<p>North’s integration with estateXchange extends its focus on delivering connected, practical technology that supports advisers and their clients across the full lifecycle – from accumulation through to retirement and beyond.</p>
<p>The announcement follows the launch of the North Interactive Wealth Portal in March<sup>[1]</sup> and supports North’s existing platform capabilities, supporting a more consistent, secure and coordinated experience for advisers and their clients. It also complements North’s existing work to uplift the estate planning experience.</p>
<h2>Improving the experience at a difficult time</h2>
<p>According to AMP’s Retirement Confidence Pulse, estate planning and inheritance was the number one topic that Australians under 40 said they wished their parents had spoken to them about before retirement<sup>[2]</sup>.</p>
<p>In newly-released findings, just half of 2000 Australians surveyed said they have a will<sup>[3]</sup> and less than a third of those aged 50 and over have spoken to their kids about inheritance, with many left under-prepared and ill-equipped to manage their estate and affairs, particularly in the event of the death of a family member or loved one.</p>
<p>Administering a deceased estate in Australia can also be complex and time-consuming, often involving multiple organisations and repeated requests for information.</p>
<p>In other new findings, Deloitte Access Economics research shows Australians typically engage with up to 37 different administration and service providers when managing and administering a deceased estate<sup>[3]</sup>.</p>
<p>The process typically takes between 9 to 12 months to finalise and has a significant emotional impact, with over 4 in 5 Australians reporting their wellbeing suffered due to the lengthy administration process<sup>[2]</sup>.</p>
<p>At the same time, 9 in 10 Australians surveyed believe the process can be improved<sup>[2]</sup>, with a strong preference for solutions that reduce duplication, enable faster processing and provide a central platform for dealing with multiple providers.</p>
<h2>Reducing complexity and duplication</h2>
<p>The partnership introduces a structured digital channel for managing inheritance claims and deceased estate administration, helping to:</p>
<ul>
<li>Reduce repeated requests for the same documents across multiple organisations</li>
<li>Improve visibility of who is involved in a deceased estate matter</li>
<li>Minimise reliance on email, post and manual processes</li>
<li>Enable more efficient engagement between North and professional representatives</li>
</ul>
<p>Edwina Maloney, Group Executive, Platforms at AMP: “Having access to timely financial advice and a more coordinated experience can make all the difference when making sure your estate and affairs are in order.</p>
<p>“For advisers using North, our partnership with estateXchange complements existing North processes and digital servicing, helping advisers better support their clients through key life events, including intergenerational wealth transfer and retirement transitions.</p>
<p>“Today’s announcement is all about making it easier to securely share information, provide clearer communication and bring greater structure to the way deceased estate matters are managed.</p>
<p>“This is about supporting advisers to deliver a better experience for families and beneficiaries, while ensuring North continues to evolve as a platform that supports clients through every stage of their financial journey.”</p>
<p>Sharyn Baker, Director, Operations, Platforms at AMP: “Handling the loss of a loved one is never easy, and the administration that follows can add complexity at a time when people need clarity and support.</p>
<p>“The integration with estateXchange helps streamline how advisers and professional representatives interact with North, giving them a more efficient and transparent way to manage documentation and claims.</p>
<p>“The benefit of estateXchange is that it simplifies document collection and engagement with multiple parties, taking out the friction of what is often a complex and challenging process.</p>
<p>“It underlines North’s commitment to advisers in helping pave the way for a more consistent, digital approach to managing deceased estate administration and related claims, supporting you more effectively in the moments that matter.”</p>
<p>Sarah Poole and Marielle Yeoh, Co-CEOs, estateXchange: “Dealing with a customer’s super, investments and other estate-related assets after death remains too fragmented for families and their advisers. North joining estateXchange is an important step toward a more secure, consistent and connected way to manage these sensitive matters.</p>
<p>“North’s participation reflects the kind of industry leadership needed to modernise how organisations support beneficiaries and their representatives after a client passes away. We’re pleased to welcome North to the estateXchange network and to work together toward a better experience for families, beneficiaries and professionals.”</p>
<p>&#8212;&#8212;&#8212;</p>
<h6><strong>Notes:</strong><br />
[1] <a href="https://www.amp.com.au/about-amp/news/2026/march/North-delivers-market-first-portal-for-adviser-efficiency-and-client-engagement">https://www.amp.com.au/about-amp/news/2026/march/North-delivers-market-first-portal-for-adviser-efficiency-and-client-engagement</a><br />
[1] 51% of Australians have a will and only 31% of over 50s have spoken to kids about inheritance. Source: AMP’s Retirement Confidence Pulse 2025<br />
[2] Source: The State of Estates: The case for change in how we manage deceased estates in Australia, Deloitte Access Economics, 18 November 2025</h6>
<p>The post <a href="https://www.adviservoice.com.au/2026/07/north-simplifies-estate-planning-and-intergenerational-wealth-transfer-with-estatexchange-partnership/">North simplifies estate planning and intergenerational wealth transfer with estateXchange partnership</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Akumin and AMP raise over $180,000 for CEO sleepout to end cycle of homelessness</title>
                <link>https://www.adviservoice.com.au/2026/06/akumin-and-amp-raise-over-180000-for-ceo-sleepout-to-end-cycle-of-homelessness/</link>
                <comments>https://www.adviservoice.com.au/2026/06/akumin-and-amp-raise-over-180000-for-ceo-sleepout-to-end-cycle-of-homelessness/#respond</comments>
                <pubDate>Mon, 22 Jun 2026 21:20:37 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Community]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Matt Lawler]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=112102</guid>
                                    <description><![CDATA[<div id="attachment_112103" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-112103" class="size-full wp-image-112103" src="https://www.adviservoice.com.au/wp-content/uploads/2026/06/Matt_Lawler_CEO_Sleepout-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/06/Matt_Lawler_CEO_Sleepout-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/06/Matt_Lawler_CEO_Sleepout-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/06/Matt_Lawler_CEO_Sleepout-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-112103" class="wp-caption-text">Matt Lawler</p></div>
<h3>Licensing and business services partner, Akumin, and AMP have partnered to raise over $180,000 for Australia’s homeless community, with donations and pledges still being accepted until July 31.</h3>
<p>Last Thursday, Akumin Chief Executive Officer, Matt Lawler, and AMP Group Executive of the North Platform, Edwina Maloney, participated in the annual Vinnies CEO Sleepout, spending a night on the streets to increase awareness of Australia’s homelessness crisis and raise critical funds for essential services including accommodation, food and counselling.</p>
<p>Established in 2006, the Vinnies CEO Sleepout is a national fundraising event that invites government, business and community leaders to sleep rough to support people in need.</p>
<p>Lawler and Maloney were joined by a number of practice principals and senior leaders from across Akumin and the broader Entireti group, which includes Fortnum, Personal Financial Services and Entireti Alliances.</p>
<p>Funds raised by Akumin, AMP and North for the CEO Sleepout were supported by the AMP Foundation, which has been helping communities in need for more than 30 years.</p>
<p>Lawler said the Vinnies CEO Sleepout was one of many important causes supported by Akumin and provided an opportunity for the group to give back to society.</p>
<p>“We are passionate about supporting society’s most vulnerable and needy, and I was extremely happy to share this experience with a number of our practices in Sydney, Canberra, Melbourne and Adelaide,” he said.</p>
<p>“Edwina’s participation and the support of her team have been tremendous as we partner to raise much-needed funds for Australians experiencing homelessness.”</p>
<p>Maloney said AMP and the North team were delighted to continue their partnership with Akumin and take part in the CEO Sleepout to raise awareness and funds for Australians experiencing homelessness. “AMP Foundation doubles AMP employee giving, and the North teams participation in the CEO Sleepout is another important opportunity for us to show our support for individuals and families doing it tough,” she said.</p>
<p>Donations can be made to the Akumin and AMP Team until July 31.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_112103" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-112103" class="size-full wp-image-112103" src="https://www.adviservoice.com.au/wp-content/uploads/2026/06/Matt_Lawler_CEO_Sleepout-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/06/Matt_Lawler_CEO_Sleepout-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/06/Matt_Lawler_CEO_Sleepout-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/06/Matt_Lawler_CEO_Sleepout-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-112103" class="wp-caption-text">Matt Lawler</p></div>
<h3>Licensing and business services partner, Akumin, and AMP have partnered to raise over $180,000 for Australia’s homeless community, with donations and pledges still being accepted until July 31.</h3>
<p>Last Thursday, Akumin Chief Executive Officer, Matt Lawler, and AMP Group Executive of the North Platform, Edwina Maloney, participated in the annual Vinnies CEO Sleepout, spending a night on the streets to increase awareness of Australia’s homelessness crisis and raise critical funds for essential services including accommodation, food and counselling.</p>
<p>Established in 2006, the Vinnies CEO Sleepout is a national fundraising event that invites government, business and community leaders to sleep rough to support people in need.</p>
<p>Lawler and Maloney were joined by a number of practice principals and senior leaders from across Akumin and the broader Entireti group, which includes Fortnum, Personal Financial Services and Entireti Alliances.</p>
<p>Funds raised by Akumin, AMP and North for the CEO Sleepout were supported by the AMP Foundation, which has been helping communities in need for more than 30 years.</p>
<p>Lawler said the Vinnies CEO Sleepout was one of many important causes supported by Akumin and provided an opportunity for the group to give back to society.</p>
<p>“We are passionate about supporting society’s most vulnerable and needy, and I was extremely happy to share this experience with a number of our practices in Sydney, Canberra, Melbourne and Adelaide,” he said.</p>
<p>“Edwina’s participation and the support of her team have been tremendous as we partner to raise much-needed funds for Australians experiencing homelessness.”</p>
<p>Maloney said AMP and the North team were delighted to continue their partnership with Akumin and take part in the CEO Sleepout to raise awareness and funds for Australians experiencing homelessness. “AMP Foundation doubles AMP employee giving, and the North teams participation in the CEO Sleepout is another important opportunity for us to show our support for individuals and families doing it tough,” she said.</p>
<p>Donations can be made to the Akumin and AMP Team until July 31.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/06/akumin-and-amp-raise-over-180000-for-ceo-sleepout-to-end-cycle-of-homelessness/">Akumin and AMP raise over $180,000 for CEO sleepout to end cycle of homelessness</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Advisers reveal how lifetime income has taken longevity risk “off the table” – as AMP’s solutions pass $21bn</title>
                <link>https://www.adviservoice.com.au/2026/06/advisers-reveal-how-lifetime-income-has-taken-longevity-risk-off-the-table-as-amps-solutions-pass-21bn/</link>
                <comments>https://www.adviservoice.com.au/2026/06/advisers-reveal-how-lifetime-income-has-taken-longevity-risk-off-the-table-as-amps-solutions-pass-21bn/#respond</comments>
                <pubDate>Wed, 17 Jun 2026 21:10:45 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Alex Berlee]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Mende Dulevski]]></category>
		<category><![CDATA[Susan Morris]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=111993</guid>
                                    <description><![CDATA[<div id="attachment_95318" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-95318" class="size-full wp-image-95318" src="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-95318" class="wp-caption-text">Edwina Maloney</p></div>
<h3 class="x_MsoNormal">Financial advisers say lifetime income solutions are changing retirement conversations by giving clients greater confidence to spend, improving access to the Age Pension and helping turn accumulated savings into a more reliable income for life.</h3>
<p class="x_MsoNormal">This, advisers say, gives their clients greater certainty about what they can sustainably spend and helps reduce the fear of running out of money later in life.</p>
<p class="x_MsoNormal">More than $21 billion of members’ retirement savings are now invested across AMP’s lifetime income solutions, including more than $1 billion invested by North clients through MyNorth Lifetime.</p>
<p class="x_MsoNormal">Susan Morris, Head of Strategic Advice and Senior Financial Adviser at Hyland Financial Planning, said that MyNorth Lifetime spells freedom for her clients.</p>
<p class="x_MsoNormal">“The tangible outcome of immediate age pension to support retirement income, together with the knowledge that a level of income will continue for life, helps assuage the fear of spending during the good times in the early years.</p>
<p class="x_MsoNormal">“Previously clients would often delay the big trips or more discretionary spending until a time when they might be less able to enjoy them due to ageing.”</p>
<p class="x_MsoNormal">Alex Berlee, Director at AGS Financial Group, said that the certainty that comes from a lifetime income stream is a game-changer for his clients.</p>
<p class="x_MsoNormal">“Knowing that longevity risk is taken off the table means clients can spend with confidence and enjoy the fruits of their labour. And to do that while maintaining their long-term investment approach, together with some Centrelink uplift in many cases, is a great result.”</p>
<p class="x_MsoNormal">Mende Dulevski, Director and Principal Planner at CLS Investment Services, said that many people are scared about spending their money in retirement, and they shouldn’t be.</p>
<p class="x_MsoNormal">“If we sit down with our clients and explain to them what their needs and wants are in retirement and how we can overcome those challenges and objectives by having access to all this money, they realise they can retire with an income stream that’s going to benefit them for years to come.</p>
<p class="x_MsoNormal">“MyNorth Lifetime gives our clients better scope to get more access to the Age Pension and by utilising the solution, it gives them a guaranteed income stream for life.</p>
<p class="x_MsoNormal">“Clients also get better access to the medical benefits as well so they can spend a certain amount of money in retirement with the knowledge and certainty that they’re not going to run out of money.”</p>
<p class="x_MsoNormal">Edwina Maloney, Group Executive, Platforms at AMP, said adviser feedback had been central to the development and evolution of MyNorth Lifetime.</p>
<p class="x_MsoNormal">“Advisers are telling us lifetime income can fundamentally change the retirement conversation, from whether clients can afford to spend, to how they can make the most of the years ahead.</p>
<p class="x_MsoNormal">“Having led the industry in the development of these new types of income solutions, we’ll continue to focus on giving advisers the flexibility, tools and support they need to turn retirement savings into reliable income and better client outcomes.”</p>
<h2 class="x_MsoNormal">Meaningful benefits</h2>
<p class="x_MsoNormal">AMP’s lifetime income solutions help by:</p>
<ul type="square">
<li class="x_MsoNormal">providing income for life, regardless of how long members live</li>
<li class="x_MsoNormal">increasing retirement income through strong lifetime income rates, more favourable Age Pension treatment and greater confidence to draw down savings</li>
<li class="x_MsoNormal">offering eligible AMP Super members a temporary income increase during periods of higher care needs, and</li>
<li class="x_MsoNormal">providing support through both financial advice and tailored digital guidance.</li>
</ul>
<p class="x_MsoNormal"><i>MyNorth Lifetime</i> was launched in September 2022, with analysis over 2025 showing it has been delivering an average 60 per cent uplift in retirement income, compared to non‑Lifetime members. The solution has won numerous industry awards, most recently Chant West’s Best Fund: Lifetime Product award.</p>
<p class="x_MsoNormal"><i>AMP Super Lifetime Boost</i> was launched in May 2025, followed by the launch of AMP Super Lifetime Pension in May 2026, providing AMP Super members access to the same lifetime income certainty and potential to increase their income in retirement.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_95318" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-95318" class="size-full wp-image-95318" src="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-95318" class="wp-caption-text">Edwina Maloney</p></div>
<h3 class="x_MsoNormal">Financial advisers say lifetime income solutions are changing retirement conversations by giving clients greater confidence to spend, improving access to the Age Pension and helping turn accumulated savings into a more reliable income for life.</h3>
<p class="x_MsoNormal">This, advisers say, gives their clients greater certainty about what they can sustainably spend and helps reduce the fear of running out of money later in life.</p>
<p class="x_MsoNormal">More than $21 billion of members’ retirement savings are now invested across AMP’s lifetime income solutions, including more than $1 billion invested by North clients through MyNorth Lifetime.</p>
<p class="x_MsoNormal">Susan Morris, Head of Strategic Advice and Senior Financial Adviser at Hyland Financial Planning, said that MyNorth Lifetime spells freedom for her clients.</p>
<p class="x_MsoNormal">“The tangible outcome of immediate age pension to support retirement income, together with the knowledge that a level of income will continue for life, helps assuage the fear of spending during the good times in the early years.</p>
<p class="x_MsoNormal">“Previously clients would often delay the big trips or more discretionary spending until a time when they might be less able to enjoy them due to ageing.”</p>
<p class="x_MsoNormal">Alex Berlee, Director at AGS Financial Group, said that the certainty that comes from a lifetime income stream is a game-changer for his clients.</p>
<p class="x_MsoNormal">“Knowing that longevity risk is taken off the table means clients can spend with confidence and enjoy the fruits of their labour. And to do that while maintaining their long-term investment approach, together with some Centrelink uplift in many cases, is a great result.”</p>
<p class="x_MsoNormal">Mende Dulevski, Director and Principal Planner at CLS Investment Services, said that many people are scared about spending their money in retirement, and they shouldn’t be.</p>
<p class="x_MsoNormal">“If we sit down with our clients and explain to them what their needs and wants are in retirement and how we can overcome those challenges and objectives by having access to all this money, they realise they can retire with an income stream that’s going to benefit them for years to come.</p>
<p class="x_MsoNormal">“MyNorth Lifetime gives our clients better scope to get more access to the Age Pension and by utilising the solution, it gives them a guaranteed income stream for life.</p>
<p class="x_MsoNormal">“Clients also get better access to the medical benefits as well so they can spend a certain amount of money in retirement with the knowledge and certainty that they’re not going to run out of money.”</p>
<p class="x_MsoNormal">Edwina Maloney, Group Executive, Platforms at AMP, said adviser feedback had been central to the development and evolution of MyNorth Lifetime.</p>
<p class="x_MsoNormal">“Advisers are telling us lifetime income can fundamentally change the retirement conversation, from whether clients can afford to spend, to how they can make the most of the years ahead.</p>
<p class="x_MsoNormal">“Having led the industry in the development of these new types of income solutions, we’ll continue to focus on giving advisers the flexibility, tools and support they need to turn retirement savings into reliable income and better client outcomes.”</p>
<h2 class="x_MsoNormal">Meaningful benefits</h2>
<p class="x_MsoNormal">AMP’s lifetime income solutions help by:</p>
<ul type="square">
<li class="x_MsoNormal">providing income for life, regardless of how long members live</li>
<li class="x_MsoNormal">increasing retirement income through strong lifetime income rates, more favourable Age Pension treatment and greater confidence to draw down savings</li>
<li class="x_MsoNormal">offering eligible AMP Super members a temporary income increase during periods of higher care needs, and</li>
<li class="x_MsoNormal">providing support through both financial advice and tailored digital guidance.</li>
</ul>
<p class="x_MsoNormal"><i>MyNorth Lifetime</i> was launched in September 2022, with analysis over 2025 showing it has been delivering an average 60 per cent uplift in retirement income, compared to non‑Lifetime members. The solution has won numerous industry awards, most recently Chant West’s Best Fund: Lifetime Product award.</p>
<p class="x_MsoNormal"><i>AMP Super Lifetime Boost</i> was launched in May 2025, followed by the launch of AMP Super Lifetime Pension in May 2026, providing AMP Super members access to the same lifetime income certainty and potential to increase their income in retirement.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/06/advisers-reveal-how-lifetime-income-has-taken-longevity-risk-off-the-table-as-amps-solutions-pass-21bn/">Advisers reveal how lifetime income has taken longevity risk “off the table” – as AMP’s solutions pass $21bn</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                                    <wfw:commentRss>https://www.adviservoice.com.au/2026/06/advisers-reveal-how-lifetime-income-has-taken-longevity-risk-off-the-table-as-amps-solutions-pass-21bn/feed/</wfw:commentRss>
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                <title>North strengthens adviser growth focus with new Head of Business Development</title>
                <link>https://www.adviservoice.com.au/2026/05/north-strengthens-adviser-growth-focus-with-new-head-of-business-development/</link>
                <comments>https://www.adviservoice.com.au/2026/05/north-strengthens-adviser-growth-focus-with-new-head-of-business-development/#respond</comments>
                <pubDate>Sun, 17 May 2026 21:20:42 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Kristen Lennis-Harvey]]></category>
		<category><![CDATA[Kristine Goodwin]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=111384</guid>
                                    <description><![CDATA[<div id="attachment_111385" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-111385" class="size-full wp-image-111385" src="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Lennis-Harvey-Kristen-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Lennis-Harvey-Kristen-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Lennis-Harvey-Kristen-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Lennis-Harvey-Kristen-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-111385" class="wp-caption-text">Kristen Lennis-Harvey</p></div>
<h3>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.</h3>
<p>The appointment reflects North’s focus on backing advisers to grow stronger businesses – and support more clients to achieve better retirement outcomes.</p>
<p>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.</p>
<p>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.</p>
<p>“Everything we do at North is focused on helping advisers grow their businesses and deliver great outcomes for more clients.”</p>
<p>“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.”</p>
<p>“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.”</p>
<p>Edwina Maloney, Group Executive, Platforms at AMP, said advisers and their clients are at the centre of North’s growth strategy.</p>
<p>“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.”</p>
<h2>Kristen Lennis-Harvey background</h2>
<p>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.</p>
<p>As General Manager &#8211; Customer at UHG, Kristen was responsible for driving growth through UHG’s strategic partnerships in the insurance, legal, workers compensation and CTP sectors.</p>
<p>Kristen has also served in National Account Manager roles at both Zurich Australia and Commonwealth Bank’s CommInsure.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_111385" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-111385" class="size-full wp-image-111385" src="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Lennis-Harvey-Kristen-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2026/05/Lennis-Harvey-Kristen-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Lennis-Harvey-Kristen-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2026/05/Lennis-Harvey-Kristen-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-111385" class="wp-caption-text">Kristen Lennis-Harvey</p></div>
<h3>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.</h3>
<p>The appointment reflects North’s focus on backing advisers to grow stronger businesses – and support more clients to achieve better retirement outcomes.</p>
<p>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.</p>
<p>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.</p>
<p>“Everything we do at North is focused on helping advisers grow their businesses and deliver great outcomes for more clients.”</p>
<p>“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.”</p>
<p>“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.”</p>
<p>Edwina Maloney, Group Executive, Platforms at AMP, said advisers and their clients are at the centre of North’s growth strategy.</p>
<p>“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.”</p>
<h2>Kristen Lennis-Harvey background</h2>
<p>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.</p>
<p>As General Manager &#8211; Customer at UHG, Kristen was responsible for driving growth through UHG’s strategic partnerships in the insurance, legal, workers compensation and CTP sectors.</p>
<p>Kristen has also served in National Account Manager roles at both Zurich Australia and Commonwealth Bank’s CommInsure.</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/05/north-strengthens-adviser-growth-focus-with-new-head-of-business-development/">North strengthens adviser growth focus with new Head of Business Development</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
                                    <wfw:commentRss>https://www.adviservoice.com.au/2026/05/north-strengthens-adviser-growth-focus-with-new-head-of-business-development/feed/</wfw:commentRss>
                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>Private markets ‘the next frontier’ for managed portfolios</title>
                <link>https://www.adviservoice.com.au/2026/03/private-markets-the-next-frontier-for-managed-portfolios/</link>
                <comments>https://www.adviservoice.com.au/2026/03/private-markets-the-next-frontier-for-managed-portfolios/#respond</comments>
                <pubDate>Mon, 16 Mar 2026 20:25:55 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[David Hutchison]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Michael Bova]]></category>
		<category><![CDATA[Neil Rogan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=110130</guid>
                                    <description><![CDATA[<div id="attachment_106753" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-106753" class="size-full wp-image-106753" src="https://www.adviservoice.com.au/wp-content/uploads/2025/10/Hutchison_David_650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/10/Hutchison_David_650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/10/Hutchison_David_650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/10/Hutchison_David_650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-106753" class="wp-caption-text">David Hutchison</p></div>
<h3>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.</h3>
<p>Launched yesterday, the report looks at the outlook for managed portfolios in Australia and the structural trends and investment themes that underpin them today.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<h2>Key findings:</h2>
<ul>
<li><strong>Record growth:</strong> 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.</li>
<li><strong>Index managed portfolios ‘most popular’ among advisers</strong> on North with private markets seen as next ‘growth opportunity’ for sector innovation.</li>
<li><strong>North’s Buy menu grew by an additional $1 billion</strong> to $7 billion, up from $6 billion in 2024 thanks to strong positive flows.</li>
<li><strong>$25.2 billion in Total AUM:</strong> growing from $19 billion as total AUM for North managed portfolios jumped for another consecutive year.</li>
<li><strong>Over 4200 advisers now on North:</strong> With a total addressable market of 12,470, one in three advisers are using North with managed portfolios representing a significant growth opportunity.<sup>[1]</sup></li>
</ul>
<p>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.<br />
“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.</p>
<p>“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.</p>
<p>“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.”</p>
<p>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.<br />
“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.</p>
<p>“Every investment option on North earns its place &#8211; and maintains it &#8211; 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.”</p>
<h2>Making private markets accessible to retail investors</h2>
<p>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.</p>
<p>Available to advisers on North, the separately managed accounts suite sits alongside clients’ existing investments and operates as a ‘satellite&#8217; 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.</p>
<p>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.</p>
<p>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.</p>
<p>&#8220;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.”</p>
<p>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.<br />
“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.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_106753" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-106753" class="size-full wp-image-106753" src="https://www.adviservoice.com.au/wp-content/uploads/2025/10/Hutchison_David_650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/10/Hutchison_David_650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/10/Hutchison_David_650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/10/Hutchison_David_650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-106753" class="wp-caption-text">David Hutchison</p></div>
<h3>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.</h3>
<p>Launched yesterday, the report looks at the outlook for managed portfolios in Australia and the structural trends and investment themes that underpin them today.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<h2>Key findings:</h2>
<ul>
<li><strong>Record growth:</strong> 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.</li>
<li><strong>Index managed portfolios ‘most popular’ among advisers</strong> on North with private markets seen as next ‘growth opportunity’ for sector innovation.</li>
<li><strong>North’s Buy menu grew by an additional $1 billion</strong> to $7 billion, up from $6 billion in 2024 thanks to strong positive flows.</li>
<li><strong>$25.2 billion in Total AUM:</strong> growing from $19 billion as total AUM for North managed portfolios jumped for another consecutive year.</li>
<li><strong>Over 4200 advisers now on North:</strong> With a total addressable market of 12,470, one in three advisers are using North with managed portfolios representing a significant growth opportunity.<sup>[1]</sup></li>
</ul>
<p>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.<br />
“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.</p>
<p>“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.</p>
<p>“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.”</p>
<p>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.<br />
“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.</p>
<p>“Every investment option on North earns its place &#8211; and maintains it &#8211; 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.”</p>
<h2>Making private markets accessible to retail investors</h2>
<p>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.</p>
<p>Available to advisers on North, the separately managed accounts suite sits alongside clients’ existing investments and operates as a ‘satellite&#8217; 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.</p>
<p>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.</p>
<p>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.</p>
<p>&#8220;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.”</p>
<p>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.<br />
“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.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2026/03/private-markets-the-next-frontier-for-managed-portfolios/">Private markets ‘the next frontier’ for managed portfolios</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                    <item>
                <title>North delivers market-first portal for adviser efficiency and client engagement</title>
                <link>https://www.adviservoice.com.au/2026/03/north-delivers-market-first-portal-for-adviser-efficiency-and-client-engagement/</link>
                <comments>https://www.adviservoice.com.au/2026/03/north-delivers-market-first-portal-for-adviser-efficiency-and-client-engagement/#respond</comments>
                <pubDate>Tue, 10 Mar 2026 20:20:32 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Peter Batsakis]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=109969</guid>
                                    <description><![CDATA[<div id="attachment_95318" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-95318" class="size-full wp-image-95318" src="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-95318" class="wp-caption-text">Edwina Maloney</p></div>
<h3>AMP has launched the &#8216;North Interactive Wealth Portal&#8217;, marking a significant evolution of the North platform from a product administration engine to a comprehensive, advice enablement experience.</h3>
<p>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.</p>
<p>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.</p>
<h2>Empowering advisers from onboarding to execution</h2>
<p>With a focus on driving efficiency, the North Interactive Wealth Portal introduces powerful new capabilities, including dynamic projection tools and whole-of-wealth dashboards<sup>[1]</sup>.</p>
<p>Future enhancements will continue to be added over the next 12 months to take advantage of ongoing technology improvements, including North’s AI capabilities.</p>
<p>Currently, North processes around 500,000 online requests each year, with around 70 per cent completed instantly through straight‑through processing.</p>
<p>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.</p>
<p>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.</p>
<div>Key features include:</div>
<ul>
<li>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.</li>
<li>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</li>
<li>Seamless Advice-to-Implementation: More accurate strategy implementation as well as integration with existing North functionality.</li>
<li>White-labelling options for advice practices helping advisers to tailor their advice, deepen relationships and focus on enhanced client engagement</li>
<li>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</li>
</ul>
<div>Features to come in 2026:</div>
<ul>
<li>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.</li>
<li>More sophisticated AI-enabled features to further streamline advice processes and implementation, set to drop in the coming months</li>
</ul>
<p>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<sup>[2]</sup>.<br />
In addition, North was recently recognised by NMG as the leading platform for adviser proposition and price competitiveness, relative to peers<sup>[</sup><sup>3</sup><sup>]</sup></p>
<p>Unlike other platforms, the <i>North Interactive Wealth Portal</i> 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.</p>
<p>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.</p>
<p>“Our new Interactive Wealth Portal is a game-changer for advice practices today, reflecting our continued focus on adviser efficiency and differentiation.</p>
<p>“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.</p>
<p>“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.”</p>
<p>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.</p>
<p>“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.”</p>
<p>&#8212;&#8212;&#8212;-</p>
<h6><strong>Notes:</strong><br />
[1] Includes retirement forecasts, recontributions and integration with AMP’s Lifetime Super Boost<br />
[2] Source: SuitabilityHub 2026 Platform Market Wrap<br />
[3] Source: February 2026. NMG Australian Wealth Adviser Study 2025</h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_95318" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-95318" class="size-full wp-image-95318" src="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-95318" class="wp-caption-text">Edwina Maloney</p></div>
<h3>AMP has launched the &#8216;North Interactive Wealth Portal&#8217;, marking a significant evolution of the North platform from a product administration engine to a comprehensive, advice enablement experience.</h3>
<p>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.</p>
<p>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.</p>
<h2>Empowering advisers from onboarding to execution</h2>
<p>With a focus on driving efficiency, the North Interactive Wealth Portal introduces powerful new capabilities, including dynamic projection tools and whole-of-wealth dashboards<sup>[1]</sup>.</p>
<p>Future enhancements will continue to be added over the next 12 months to take advantage of ongoing technology improvements, including North’s AI capabilities.</p>
<p>Currently, North processes around 500,000 online requests each year, with around 70 per cent completed instantly through straight‑through processing.</p>
<p>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.</p>
<p>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.</p>
<div>Key features include:</div>
<ul>
<li>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.</li>
<li>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</li>
<li>Seamless Advice-to-Implementation: More accurate strategy implementation as well as integration with existing North functionality.</li>
<li>White-labelling options for advice practices helping advisers to tailor their advice, deepen relationships and focus on enhanced client engagement</li>
<li>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</li>
</ul>
<div>Features to come in 2026:</div>
<ul>
<li>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.</li>
<li>More sophisticated AI-enabled features to further streamline advice processes and implementation, set to drop in the coming months</li>
</ul>
<p>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<sup>[2]</sup>.<br />
In addition, North was recently recognised by NMG as the leading platform for adviser proposition and price competitiveness, relative to peers<sup>[</sup><sup>3</sup><sup>]</sup></p>
<p>Unlike other platforms, the <i>North Interactive Wealth Portal</i> 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.</p>
<p>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.</p>
<p>“Our new Interactive Wealth Portal is a game-changer for advice practices today, reflecting our continued focus on adviser efficiency and differentiation.</p>
<p>“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.</p>
<p>“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.”</p>
<p>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.</p>
<p>“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.”</p>
<p>&#8212;&#8212;&#8212;-</p>
<h6><strong>Notes:</strong><br />
[1] Includes retirement forecasts, recontributions and integration with AMP’s Lifetime Super Boost<br />
[2] Source: SuitabilityHub 2026 Platform Market Wrap<br />
[3] Source: February 2026. NMG Australian Wealth Adviser Study 2025</h6>
<p>The post <a href="https://www.adviservoice.com.au/2026/03/north-delivers-market-first-portal-for-adviser-efficiency-and-client-engagement/">North delivers market-first portal for adviser efficiency and client engagement</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>AMP announces strategic evolution of the North Platform to support end-to-end advice</title>
                <link>https://www.adviservoice.com.au/2025/12/amp-announces-strategic-evolution-of-the-north-platform-to-support-end-to-end-advice/</link>
                <comments>https://www.adviservoice.com.au/2025/12/amp-announces-strategic-evolution-of-the-north-platform-to-support-end-to-end-advice/#respond</comments>
                <pubDate>Tue, 16 Dec 2025 20:25:27 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Peter Batsakis]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=108508</guid>
                                    <description><![CDATA[<div id="attachment_95318" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-95318" class="size-full wp-image-95318" src="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-95318" class="wp-caption-text">Edwina Maloney</p></div>
<h3>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.</h3>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>What’s launching:</p>
<ul>
<li>Whole of Wealth Dashboard</li>
<li>Projection Modelling Tool</li>
<li>Client Review Tool (Enhanced)</li>
<li>AI-enabled Product Implementation</li>
<li>Client-portal</li>
</ul>
<p>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.</p>
<p>Peter Batsakis, General Manager Adviser Experience and Digital, AMP said: “North Interactive will help advisers shift client reviews from a discussion of the client&#8217;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.”</p>
<p>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.</p>
<p>“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.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_95318" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-95318" class="size-full wp-image-95318" src="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/04/Maloney-Edwina-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-95318" class="wp-caption-text">Edwina Maloney</p></div>
<h3>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.</h3>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>What’s launching:</p>
<ul>
<li>Whole of Wealth Dashboard</li>
<li>Projection Modelling Tool</li>
<li>Client Review Tool (Enhanced)</li>
<li>AI-enabled Product Implementation</li>
<li>Client-portal</li>
</ul>
<p>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.</p>
<p>Peter Batsakis, General Manager Adviser Experience and Digital, AMP said: “North Interactive will help advisers shift client reviews from a discussion of the client&#8217;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.”</p>
<p>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.</p>
<p>“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.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/12/amp-announces-strategic-evolution-of-the-north-platform-to-support-end-to-end-advice/">AMP announces strategic evolution of the North Platform to support end-to-end advice</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>AMP bolsters North team with Director for Platforms Growth and Wealth Distribution</title>
                <link>https://www.adviservoice.com.au/2025/11/amp-bolsters-north-team-with-director-for-platforms-growth-and-wealth-distribution/</link>
                <comments>https://www.adviservoice.com.au/2025/11/amp-bolsters-north-team-with-director-for-platforms-growth-and-wealth-distribution/#respond</comments>
                <pubDate>Mon, 17 Nov 2025 20:25:59 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Kristine Goodwin]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=107782</guid>
                                    <description><![CDATA[<div id="attachment_107784" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-107784" class="size-full wp-image-107784" src="https://www.adviservoice.com.au/wp-content/uploads/2025/11/Goodwin-Kristine-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/11/Goodwin-Kristine-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/11/Goodwin-Kristine-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/11/Goodwin-Kristine-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-107784" class="wp-caption-text">Kristine Goodwin</p></div>
<h3>AMP has established a new role of Director for Growth and Distribution for its North platforms business, appointing experienced financial services executive Kristine Goodwin (nee: Brooks) to the role.</h3>
<p>The creation of this new senior role, and Kristine’s appointment, aligns with AMP’s focus on accelerating the growth of the North business and its commitment to broadening its adviser and partner relationships.</p>
<p>Kristine brings extensive experience from a career in executive-level distribution and marketing roles, including most recently Chief Country Officer and Executive Director Australia at Milford Asset Management and previously Chief Distribution Officer for Life and Investments at Zurich Financial Services Australia.<br />
She has a strong track record of building high-performing teams, driving growth, and delivering strategic outcomes. Kristine will join the AMP Platforms Leadership Team, reporting to Edwina Maloney.</p>
<p>Kristine will join AMP from 21 January 2026.</p>
<p>Edwina Maloney, Group Executive, Platforms, AMP said: “We have very clear growth ambitions for North and this is another important step to delivering on those and continuing the significant momentum we have built with advisers more recently.</p>
<p>“We are excited to be welcoming Kristine to AMP. Her deep experience and leadership transforming distribution and marketing teams, developing deep strategic partnerships and growing businesses will be invaluable as we continue to strengthen our relationships with advisers and partners, and deliver great outcomes for their clients.</p>
<p>“We have worked hard and built a very strong adviser proposition, which was cemented earlier this year, when we won the Chant West Award for Advised Product of the Year, along with being awarded for our North Lifetime Product. So now it is about getting North in front of more advisers so they can experience it for themselves, and Kristine’s appointment is critical to that.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_107784" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-107784" class="size-full wp-image-107784" src="https://www.adviservoice.com.au/wp-content/uploads/2025/11/Goodwin-Kristine-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/11/Goodwin-Kristine-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/11/Goodwin-Kristine-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/11/Goodwin-Kristine-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-107784" class="wp-caption-text">Kristine Goodwin</p></div>
<h3>AMP has established a new role of Director for Growth and Distribution for its North platforms business, appointing experienced financial services executive Kristine Goodwin (nee: Brooks) to the role.</h3>
<p>The creation of this new senior role, and Kristine’s appointment, aligns with AMP’s focus on accelerating the growth of the North business and its commitment to broadening its adviser and partner relationships.</p>
<p>Kristine brings extensive experience from a career in executive-level distribution and marketing roles, including most recently Chief Country Officer and Executive Director Australia at Milford Asset Management and previously Chief Distribution Officer for Life and Investments at Zurich Financial Services Australia.<br />
She has a strong track record of building high-performing teams, driving growth, and delivering strategic outcomes. Kristine will join the AMP Platforms Leadership Team, reporting to Edwina Maloney.</p>
<p>Kristine will join AMP from 21 January 2026.</p>
<p>Edwina Maloney, Group Executive, Platforms, AMP said: “We have very clear growth ambitions for North and this is another important step to delivering on those and continuing the significant momentum we have built with advisers more recently.</p>
<p>“We are excited to be welcoming Kristine to AMP. Her deep experience and leadership transforming distribution and marketing teams, developing deep strategic partnerships and growing businesses will be invaluable as we continue to strengthen our relationships with advisers and partners, and deliver great outcomes for their clients.</p>
<p>“We have worked hard and built a very strong adviser proposition, which was cemented earlier this year, when we won the Chant West Award for Advised Product of the Year, along with being awarded for our North Lifetime Product. So now it is about getting North in front of more advisers so they can experience it for themselves, and Kristine’s appointment is critical to that.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/11/amp-bolsters-north-team-with-director-for-platforms-growth-and-wealth-distribution/">AMP bolsters North team with Director for Platforms Growth and Wealth Distribution</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>North eyes further growth opportunities with new senior appointment</title>
                <link>https://www.adviservoice.com.au/2025/08/north-eyes-further-growth-opportunities-with-new-senior-appointment/</link>
                <comments>https://www.adviservoice.com.au/2025/08/north-eyes-further-growth-opportunities-with-new-senior-appointment/#respond</comments>
                <pubDate>Tue, 12 Aug 2025 21:15:00 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Amanda Trenfield]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=105514</guid>
                                    <description><![CDATA[<div id="attachment_105518" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-105518" class="size-full wp-image-105518" src="https://www.adviservoice.com.au/wp-content/uploads/2025/08/Trenfield_-Amanda_650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/08/Trenfield_-Amanda_650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/08/Trenfield_-Amanda_650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/08/Trenfield_-Amanda_650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-105518" class="wp-caption-text">Amanda Conner</p></div>
<h3>North, the leading platform for super and retirement in Australia, is pleased to announce the appointment of Amanda Trenfield as Senior Manager, Asset Consultant Partnerships.</h3>
<p>Amanda is a highly experienced funds management professional and brings over 20 years of experience in establishing and leading international and domestic asset management companies in Australia.</p>
<p>Amanda served as Vice President and National Sales Manager at State Street Global Advisors for five years, representing award-winning Australian and global equity strategies.</p>
<p>This followed her tenure as Vice President and National Sales Manager at Barclays PLC from 2008 to 2013, where she launched Barclays Capital’s asset management business in Australia, helping establish its reputation for alternative and sophisticated products.</p>
<p>Amanda will report into Rory Scott, Head of Strategic Growth at North.</p>
<p>Amanda Trenfield, Senior Manager, Asset Consultant Partnerships, said: &#8220;I’m excited to join AMP and contribute to the continued success of the North platform.</p>
<p>“This role is a great opportunity to work with asset consultants and alongside talented colleagues to deliver solutions that create real value for advice businesses and their clients.&#8221;</p>
<p>Edwina Maloney, Group Executive, Platforms at AMP, said: “We’re pleased to welcome Amanda to North at a time of strong momentum for the business as North continues to deepen its focus on growth and expanding its network of world-class partnerships.</p>
<p>“Amanda brings a deep and broad experience across the entire wealth management spectrum in addition to an excellent track record of driving growth and increasing revenue.</p>
<p>“Her extensive knowledge of the Australian funds management industry across product, platforms, research houses, dealer groups and key influencers will be instrumental in helping North lead the way through its unique Buy, Badge, Build and Blend market offering.</p>
<p>“Amanda will play a key role in helping our team deliver great outcomes that benefit asset consultants, advisers and their clients.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_105518" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-105518" class="size-full wp-image-105518" src="https://www.adviservoice.com.au/wp-content/uploads/2025/08/Trenfield_-Amanda_650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/08/Trenfield_-Amanda_650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/08/Trenfield_-Amanda_650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/08/Trenfield_-Amanda_650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-105518" class="wp-caption-text">Amanda Conner</p></div>
<h3>North, the leading platform for super and retirement in Australia, is pleased to announce the appointment of Amanda Trenfield as Senior Manager, Asset Consultant Partnerships.</h3>
<p>Amanda is a highly experienced funds management professional and brings over 20 years of experience in establishing and leading international and domestic asset management companies in Australia.</p>
<p>Amanda served as Vice President and National Sales Manager at State Street Global Advisors for five years, representing award-winning Australian and global equity strategies.</p>
<p>This followed her tenure as Vice President and National Sales Manager at Barclays PLC from 2008 to 2013, where she launched Barclays Capital’s asset management business in Australia, helping establish its reputation for alternative and sophisticated products.</p>
<p>Amanda will report into Rory Scott, Head of Strategic Growth at North.</p>
<p>Amanda Trenfield, Senior Manager, Asset Consultant Partnerships, said: &#8220;I’m excited to join AMP and contribute to the continued success of the North platform.</p>
<p>“This role is a great opportunity to work with asset consultants and alongside talented colleagues to deliver solutions that create real value for advice businesses and their clients.&#8221;</p>
<p>Edwina Maloney, Group Executive, Platforms at AMP, said: “We’re pleased to welcome Amanda to North at a time of strong momentum for the business as North continues to deepen its focus on growth and expanding its network of world-class partnerships.</p>
<p>“Amanda brings a deep and broad experience across the entire wealth management spectrum in addition to an excellent track record of driving growth and increasing revenue.</p>
<p>“Her extensive knowledge of the Australian funds management industry across product, platforms, research houses, dealer groups and key influencers will be instrumental in helping North lead the way through its unique Buy, Badge, Build and Blend market offering.</p>
<p>“Amanda will play a key role in helping our team deliver great outcomes that benefit asset consultants, advisers and their clients.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/08/north-eyes-further-growth-opportunities-with-new-senior-appointment/">North eyes further growth opportunities with new senior appointment</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>AMP appoints Harry Georges as the Head of National Sales for North</title>
                <link>https://www.adviservoice.com.au/2025/07/amp-appoints-harry-georges-as-the-head-of-national-sales-for-north/</link>
                <comments>https://www.adviservoice.com.au/2025/07/amp-appoints-harry-georges-as-the-head-of-national-sales-for-north/#respond</comments>
                <pubDate>Thu, 17 Jul 2025 21:20:36 +0000</pubDate>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Edwina Maloney]]></category>
		<category><![CDATA[Harry Georges]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=104957</guid>
                                    <description><![CDATA[<h3> AMP is pleased to announce that Harry Georges has been appointed as Head of National Sales for North, reporting to Lisa Sorgini, General Manager of Wealth Distribution.</h3>
<p>North is the leading platform for super and retirement in Australia, helping advisers and their clients prepare for and live well in retirement.</p>
<p>Harry brings over 20 years of experience across advice, insurance, and platform distribution — and a deep understanding of what matters most to advice practices.<br />
Having led national and state-based sales teams at organisations including iptiQ/Swiss Re, MLC, NEOS and AMP,</p>
<p>Harry has consistently helped advisers grow their businesses through a clear focus on strategy, service, and sustainable outcomes.</p>
<p>With a strong belief in data-led decision making and long-term partnerships, Harry is passionate about helping advisers navigate change and unlock growth. He understands the challenges advice businesses face and is committed to ensuring North continues to evolve to support advisers and clients.</p>
<p>Harry Georges, Head of National Sales, North, said: “North is one of the most trusted platforms in the market, and I’m excited to be returning to AMP at such a pivotal time.</p>
<p>“Advisers are at the heart of what we do, and I’m looking forward to working closely with our distribution partners to help them grow, deliver great client outcomes, and realise the full potential of the North platform.”</p>
<p>Edwina Maloney, Group Executive, Platforms at AMP, said: “We’re delighted to welcome Harry to North at such an exciting time for the business, reflecting our ongoing commitment to innovation and delivering exceptional value to advisers across the country as we continue to drive this next phase of growth.</p>
<p>“Harry’s leadership, deep industry knowledge and proven ability to build strong relationships will be invaluable as we build our bench strength and continue to expand our support for advisers and helping more Australians invest in their future with confidence.</p>
<p>“With his impressive experience in sales leadership and distribution, Harry has been instrumental in driving revenue growth and sales across both intermediary and retail channels and we welcome his expertise and passion for client outcomes and business growth.</p>
<p>“Harry’s appointment reinforces North’s commitment to supporting the advice profession — with leading service, innovation that matters, and the backing of a team that’s here to help advisers’ businesses thrive.”</p>
]]></description>
                                            <content:encoded><![CDATA[<h3> AMP is pleased to announce that Harry Georges has been appointed as Head of National Sales for North, reporting to Lisa Sorgini, General Manager of Wealth Distribution.</h3>
<p>North is the leading platform for super and retirement in Australia, helping advisers and their clients prepare for and live well in retirement.</p>
<p>Harry brings over 20 years of experience across advice, insurance, and platform distribution — and a deep understanding of what matters most to advice practices.<br />
Having led national and state-based sales teams at organisations including iptiQ/Swiss Re, MLC, NEOS and AMP,</p>
<p>Harry has consistently helped advisers grow their businesses through a clear focus on strategy, service, and sustainable outcomes.</p>
<p>With a strong belief in data-led decision making and long-term partnerships, Harry is passionate about helping advisers navigate change and unlock growth. He understands the challenges advice businesses face and is committed to ensuring North continues to evolve to support advisers and clients.</p>
<p>Harry Georges, Head of National Sales, North, said: “North is one of the most trusted platforms in the market, and I’m excited to be returning to AMP at such a pivotal time.</p>
<p>“Advisers are at the heart of what we do, and I’m looking forward to working closely with our distribution partners to help them grow, deliver great client outcomes, and realise the full potential of the North platform.”</p>
<p>Edwina Maloney, Group Executive, Platforms at AMP, said: “We’re delighted to welcome Harry to North at such an exciting time for the business, reflecting our ongoing commitment to innovation and delivering exceptional value to advisers across the country as we continue to drive this next phase of growth.</p>
<p>“Harry’s leadership, deep industry knowledge and proven ability to build strong relationships will be invaluable as we build our bench strength and continue to expand our support for advisers and helping more Australians invest in their future with confidence.</p>
<p>“With his impressive experience in sales leadership and distribution, Harry has been instrumental in driving revenue growth and sales across both intermediary and retail channels and we welcome his expertise and passion for client outcomes and business growth.</p>
<p>“Harry’s appointment reinforces North’s commitment to supporting the advice profession — with leading service, innovation that matters, and the backing of a team that’s here to help advisers’ businesses thrive.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/07/amp-appoints-harry-georges-as-the-head-of-national-sales-for-north/">AMP appoints Harry Georges as the Head of National Sales for North</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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