Asset consultants have become hugely influential over how advisers allocate capital, but CoreData research has found there is a wide variation in practices across the industry. 

Presenting data to the Professional Planner Researcher Forum, CoreData founder and global CEO Andrew Inwood lifted the veil on what has become an under-the-radar group managing the portfolios of retail clients.  

“The variance in this is so significant that we understood this isn’t one industry,” Inwood said. 

“It’s a whole bunch of industries all doing different things at different speeds with different outcomes.”