ASSET CONSULTANTS

Financial planning

Ascalon Capital and Evergreen Consultants have penned a merger to bring together their respective strengths to support the firms’ clients and the financial adviser landsc...

Financial planning

Investment manager Drummond Capital Partners has announced a series of appointments to expand its distribution reach with advisers nationwide....

Funds management

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

Financial planning

Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head ...

Features

With US$1.5 trillion in private credit expected to be held by wealthy clients by 2029, a report has explored the best ways asset managers can take advantage of this trend...

Financial planning

Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive amid a “bold n...

Financial planning

Channel Capital has appointed a head of investment oversight who joins from 14 years at asset consulting firm JANA Investment Advisers....

Financial planning

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec....

Funds management

The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...

Financial planning

Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...

Policy & Regulation

Financial advisers may be significantly constrained in using the term “independent” but asset consultants are largely in the clear because asset consultation is not a leg...

Financial planning

Questions are being asked about whether the Australian Securities and Investments Commission has been wrong to treat asset consultants differently to financial advisers i...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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