Search ResultsShowing 1 - 10 of 18 results for "Viridian"
Excellence in managed accounts recognised
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... including single sector assets, licensees and innovation. Taking home the licensee managed account award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's ...
Westpac appoints remediation lead
JAMIE WILLIAMSON  |  MONDAY, 24 JUN 2019
... Financial Group, which was brought in-house as part of the bank's new wealth strategy. As part of the new strategy, Viridian Advisory acquired many of Westpac and BT Financial Group's financial advisers. In response to questioning, a Westpac ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... dealer groups shed about 450 advisers. This, before its announcement to exit personal advice and sell advisers to Viridian Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... are: Licensee Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian Equities Antares Equities Blackmore ...
Financial advice drags BTFG results
KARREN VERGARA  |  MONDAY, 6 MAY 2019
... out to date. Some Securitor and Magnitude authorised representatives are expected to move to a newly-established Viridian-owned AFSL and have until September 30 to transition. Overall, BTFG reported a cash earnings loss of $305 million, down ...
Pendal profits plunge, advisers remain positive
KANIKA SOOD  |  THURSDAY, 2 MAY 2019
... has a relationship with Viridan Advisory , which bought Westpac advisers earlier this year. "We recognise their [Viridian's] growth and some of our funds are already on their platforms," he said. External contracts going up soon Gonzalez ...
Westpac appoints acting advice GM
JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... has appointed an acting general manager of advice to lead the transition of its financial planning business to Viridian Advisory. National head of BT Group Licensees Ashley Stewart will take on the role of acting general manager of advice ...
Banks push to leave vertical integration on the table
HARRISON WORLEY  |  WEDNESDAY, 10 APR 2019
... decided to exit personal advice , bringing BT Financial Group in-house and selling a number of financial advisers to Viridian Advisory. "ABA members have different strategies in relation to the range of services they offer and the extent of ...
Financial advice exit a boon for the industry: Poll
KARREN VERGARA  |  MONDAY, 8 APR 2019
... a buyer for MLC. Westpac, the last of the major banks to join the exodus, agreed to sell a number of advisers to Viridian Advisory . Financial Standard broke the news in March that Westpac will no longer provide personal financial advice and ...
Remediation to hit Westpac earnings
HARRISON WORLEY  |  MONDAY, 25 MAR 2019
... to access," Westpac said. The bank recently announced it would jettison its financial advice business , with Viridian Advisory set to take on a number of its advisers. By exiting personal advice, Westpac said it would unlock value, given ...
PAGE:
1
2
PREVIOUS
NEXT
Link to something h3ZebMk3