All Articles tagged with 'Edwina Maloney'

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North launches refreshed brand as enhancements and new offers continue

From North

North, one of Australia’s leading wrap investment platforms, has launched a refreshed brand as it continues to broaden its reach into the independent financial adviser (IFA) market. The new brand

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23 Aug 2022

North adds 12 managed portfolios to investment menu as it partners with more advice practices

From North

North, one of Australia’s leading wrap investment platforms, has added a further 12 managed portfolios to its investment menu, together with an additional 21 new investment options. The additions follow

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10 Aug 2022

Lisa Sorgini appointed AMP’s General Manager Wealth Distribution

From AMP

Lisa Sorgini has been appointed to the role of General Manager Wealth Distribution, as part of AMP’s Australian Wealth Management business. Lisa has been acting in the role since February

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08 Jul 2022

North lowers fee cap for investment clients

From North

North, one of Australia’s leading wrap investment platforms, has announced it is lowering the maximum administration fees charged for a MyNorth Investment account to $2,000 per annum, as it continues

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30 Jun 2022

North’s managed portfolio AUM passes $5 billion as adviser demand surges

From North

North, one of Australia’s leading investment platforms, has seen assets under management (AUM) for its managed portfolio pass $5 billion, representing a more than 140 per cent increase in the

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14 Jun 2022

North launches client app

From North

North, one of Australia’s leading wrap investment platforms, has launched a new client app, making it easier for clients to stay connected to their investments. Now available to download on

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03 May 2022

North’s ESG AUM growing 6.5 times faster than other investments

From North

North, one of Australia’s leading investment platforms, has seen assets under management (AUM) for its environmental, social and governance (ESG) investment options grow 6.5 times faster than non-ESG investments during

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12 Apr 2022

North adds to investment menu as new Partnered Managed Portfolios launched

From North

North, one of Australia’s leading investment platforms, has added a further 18 investment options to its investment menu. The options, added progressively since December 2021, cover equities, property, bonds and

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23 Mar 2022

North launches new ESG and tech investment options as MyNorth Sustainable Managed Portfolios given 4-Star ‘Superior’ rating

From North

North, one of Australia’s leading investment platforms, has added a further 12 ESG focused investment options and eight new technology and innovation-based investments to its investment menu. In total, North

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06 Dec 2021

North reduces brokerage fees for clients as it broadens investment choice

From North

The North wrap platform has announced the reduction of minimum brokerage fee for listed securities for clients from $34 to $18.49[1], effective 18 September 2021. The lower fee applies to

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27 Sep 2021

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CPD: The case for Australian mid-caps – why quality is on sale
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CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]