EVERGREEN

Funds management

The loss of Boe Pahari from AMP Capital is giving rise to concerns about staff retention on its infrastructure team. ...

Funds management

Hybrids had less risk than equities, discretionary distributions and could be converted into equity by the issuer or regulator, according to Evergreen....

Funds management

Evergreen Consultants has launched a model portfolio designed to give investors the opportunity to invest in a tax-effective portfolio, focusing on responsible investment...

People & Products

Evergreen Consultants is underpinning its recent growth with the appointment of industry veteran, Michael Ohlsson, as executive director and partner....

Funds management

Just because funds score highly on sustainability does not mean it is a responsible investment fund, according to Evergreen, which has launched a new responsible investme...

Financial planning

Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...

Financial planning

The independent consulting firm has launched the new tool to test the risk/reward characteristics of portfolios through its portfolio analytics system GreenVUE....

Funds management

Boutique investment consulting group, Evergreen, has appointed its asset allocation committee members who had combined experience of over 135 years. ...

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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 ago

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

3 months 4 weeks 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 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 ...

2 weeks 6 days ago

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

6 days 4 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 3 days ago
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