Search ResultsShowing 1 - 10 of 13 results for "Viridian Advisory"
Boutique distribution lead departs
JAMIE WILLIAMSON  |  MONDAY, 19 AUG 2019
The head of distribution at a boutique fund manager has taken a new role with Viridian Advisory. Former Fortius Funds Management head of distribution Rebecca Pun is now a portfolio manager at Viridian Advisory. In the new role, Pun is responsible ...
BT advice boss lands new role
KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... financial advice announced earlier in the year and offloaded many of its advisers to Melbourne-based Viridian Advisory. The exact terms of Wright's departure from BTFG have not yet been made public. Xplore Wealth offers platform ...
Excellence in managed accounts recognised
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... 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 efforts in ...
Westpac appoints remediation lead
JAMIE WILLIAMSON  |  MONDAY, 24 JUN 2019
... 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 spokesperson ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... 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 players ...
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 Capital ...
Westpac appoints acting advice GM
JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... 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 from May 1 ...
Banks push to leave vertical integration on the table
HARRISON WORLEY  |  WEDNESDAY, 10 APR 2019
... 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 vertical ...
Financial advice exit a boon for the industry: Poll
KARREN VERGARA  |  MONDAY, 8 APR 2019
... 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 shift to a ...
Remediation to hit Westpac earnings
HARRISON WORLEY  |  MONDAY, 25 MAR 2019
... 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 advice had ...
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