Evans & Partners merger with Dixon Advisory
Evans and Partners and Dixon Advisory are to merge.
The two companies announced their intention stating a heads of agreement had been entered into to form Evans Dixon.
The announcement said their existing businesses, Evans & Partners, Dixon Advisory and Walsh & Company, would retain their identities under the merged group.
Evans & Partners executive chair, David Evans, said: "Evans Dixon will see two powerful wealth management brands working together to deliver Australian headquartered but global-facing, innovative and client‐focused advisory services".
"This isn't about capturing synergies -- it's about unlocking opportunities," he said.
Recommended for you
The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their compliance requirements significantly.
With UBS Asset Management chief executive, Alison Telfer, set to join Schroders, the firm has appointed a company veteran as her interim successor.
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.

