What to look for in an asset consultant - Angela Ashton

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Basis Points

Equity Mates Media

29 episodes

2 weeks ago

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

All content for Basis Points is the property of Equity Mates Media and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

Investing

Business,

Careers

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What to look for in an asset consultant - Angela Ashton | Evergreen

Basis Points

36 minutes 49 seconds

7 months ago

What to look for in an asset consultant - Angela Ashton | Evergreen

Asset consultants have been a huge rise in prominence alongside the rise of SMAs. One person who has been on the forefront of this movement has been Angela Ashton, cofounder of Evergreen Consultants.

Today we're joined by Angela to unpack:

Best practice for advice firms working with asset consultants
How to find the right consultant for your business
Angela's bedrock rules of portfolio construction
A process to assess fund managers
Common mistakes made when setting up SMAs
Where Angela sees advice industry going

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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).

Legislated CPD Area(s): Technical Competence
Knowledge Requirement(s): Managed Investments

To claim your points, complete the CPD Quiz and we'll send you your certificate.

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Basis Points would not be possible without the support of our three launch partners:

Orbis Investments - Invest differently
Milford - Invested in the outcome
CBOE - Local market, global opportunities

Thank you to all three partners for helping us keep all of our content free and accessible.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.