Search ResultsShowing 11 - 17 of 17 results for "Viridian Advisory"
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 to drive ...
Banks push to leave vertical integration on the table
HARRISON WORLEY  |  WEDNESDAY, 10 APR 2019
... 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 vertical integration ...
Financial advice exit a boon for the industry: Poll
KARREN VERGARA  |  MONDAY, 8 APR 2019
... 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 shift to a ...
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 advice had become ...
Westpac exits personal advice, restructures leadership
JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
... Financial Group will cease as a standalone division. The group has also agreed to sell a number of advisers to Viridian Advisory. BT Financial Group will cease to be a standalone division of Westpac Group. Further, Westpac will no longer provide personal ...
IMAP awards managed accounts excellence
KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Licensees Managed Accounts Stanford Brown Group (winner) Crystal Wealth Paradigm Group The Lunar Group Pty Limited Viridian Advisory Pty Ltd WLM Financial Services Innovation Dynamic Asset Consulting Elston Asset Management (winner) Financial Simplicity ...
IMAP to recognise managed accounts excellence
JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... categories and finalists are as below: Licensees Managed Accounts Crystal Wealth Paradigm Group The Lunar Group Viridian Advisory WLM Financial Services Innovation Dynamic Asset Consulting Elston Financial Simplicity Fincast Managed Accounts Australian ...
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