Search Results | Showing 11 - 20 of 34 results for "Viridian" |
| | ... Financial Planning, but what eventuated was even bigger. The following month the group sold off part of its advice arm to Viridian Advisory and shuttered its aligned dealer groups, Magnitude and Securitor. Advisers were given the option of going elsewhere ... |
| | | ... if appropriate, to enquire about the client's mental state and welfare. Kathy Havers, executive financial adviser at Viridian, has her practice as an adviser informed by her own experiences as her son has autism. She shared some of her experiences with ... |
| | | ... solutions group Benjamin Regnat; and head of SPDR ETFs, Australia and Singapore Meaghan Victor. The group also comprised: Viridian Advisory chief investment officer Piers Bolger; Morgan Stanley vice president, head of product Shaun Bornstein; Credit ... |
| | | ... advisers over the same period, bringing its total to just 85. Magnitude lost 79 advisers, going from 116 to just 37. Viridian picked up 76, after buying 90 advisers from Westpac. While Lifespan, Affinia and Paragem gained from Westpac's exit, a further ... |
| | | 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 for ... |
| | | ... to exit personal 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 ... |
| | | ... categories 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 efforts ... |
| | | ... BT 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 spokesperson ... |
| | | ... aligned 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 players ... |
| | | ... finalists 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 ... |
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