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Why managed portfolios are key to a strong adviser-client relationship

In this episode of IFA Meet the Manager, AMP’s Director of Platforms, Edwina Maloney, details the benefits of managed portfolios.

Edwina delves into the exponential growth managed portfolios have experienced over the past five years and dissects their many benefits, which work in unison to help advisers spend more time with their clients working on their financial goals.

As the investment universe increases and gains in complexity, Edwina explains why the expertise of investment managers is so crucial especially in times of volatility and uncertainty.

Edwina also discusses MyNorth’s quality offering which was recently expanded to house a new range of equities and listed products.

Tune in to find out:

  • Why more than 9 out of 10 advisers believe managed portfolios make it easier to demonstrate their clients’ best interests.1
  • How North’s managed portfolio products can help you invest more time in your clients.
  • Why the expertise of investment managers is so crucial to your ability to execute your role as a steward and financial mentor. 

For more information on MyNorth Managed Portfolios visit northonline.com.au/emp

1 Investment Trends February 2021 Managed Accounts Report.

NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). This webpage contains general advice only and doesn’t consider a person’s personal circumstances. A person should consider whether this information is appropriate for them and consider the PDS and TMD available from northonline.com.au or by contacting 1800 667 841, before deciding what’s right for them. The issuer of MyNorth Managed Portfolios is NMMT.  You can read the Financial Services Guide online for more information, including the fees and benefits that NMMT, related companies and their representatives may receive in relation to products and services provided.

Why managed portfolios are key to a strong adviser-client relationship
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