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Showing 1 - 10 of 927 results for "Consultants"

Warakirri names head of wholesale

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
... Asset Management has appointed a head of wholesale to lead the expansion of its market presence and relationships with consultants, key dealer groups and platforms. Emmanuel (Mani) Papakonstantinos has stepped into the role, reporting to head of distribution ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... understanding, just through the BDM networks, is that none of those products are raising a lot of money," Evergreen Consultants founder Angela Ashton says. This is surprising given such structures should be a way for advisers to get a pre-selected mix ...

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |  MONDAY, 22 JUN 2026
... firm last year. Ashton confirmed she has left Ascalon and will soon work on a new venture. Ascalon acquired Evergreen Consultants in late 2025 in a bid to strengthen its position in the domestic wealth management market by leveraging Evergreen's ...

Clearway awarded distribution mandate for $210bn manager

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... strategies. Clearway will be responsible for introducing and distributing those strategies to qualified local investors and consultants, supporting market education, coordinating due diligence engagement and assisting with ongoing investor coverage ...

U Ethical appoints distribution lead

VINNY VUCAGO  |  WEDNESDAY, 17 JUN 2026
... building distribution teams, securing research ratings and platform access, and developing relationships with advisers, consultants and research houses that support growth in funds under management. Based in Sydney, James will focus on deepening engagement ...

T. Rowe Price names head of intermediary for Australia

MATTHEW WAI  |  WEDNESDAY, 10 JUN 2026
... broadening strategic partnerships across the advice ecosystem, from individual advice businesses and dealer groups to asset consultants and investment platforms," Branigan said.

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
... has been issued. "Once the advice has been provided to clients, it's too late. This idea that compliance groups and consultants do four checks on client advice per year is a huge risk to the industry." The end of the process culminates in an "ASIC-level ...

Northern Trust appoints APAC head of industry development

VINNY VUCAGO  |  WEDNESDAY, 6 MAY 2026
... focus on strengthening Northern Trust's asset owner proposition, working closely with institutional investors, consultants and industry stakeholders across Australia, New Zealand and broader APAC markets. The appointment comes as competition intensifies ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... investment team that will work with advisers to have their own portfolios on the platform, and it will also work with asset consultants who wants to offer their portfolios. "The platform will have a menu of different models or portfolios that advisers ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
... about it. "It's now becoming not just, 'Should I have private in my portfolio?' Instead, advisers and consultants are thinking, 'Should I have secondaries? Should I have primaries? Should I have co-investments? What style of private equity ...
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