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Search ResultsShowing 1 - 10 of 26 results for "Viridian"
Viridian opens new offices
KANIKA SOOD  |  WEDNESDAY, 22 JAN 2020
In some pre-holiday spending, Viridian Advisory over 20 new offices in November, and is looking to launch a mobile app in 2020, says chief executive Glenn Calder. The new locations will house advisers that Viridian picked up last year when it acquired ...
Financial Standard Holiday Cooking Guide 2019
JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2019
... year after an extended hiatus. For the full experience click here to see recipes from AMP Capital's Marsha Beck, Viridian Advisory's Glenn Calder, Sunsuper's Anne Fuchs and Colonial First State's Scott Tully. You can also find some delicious ...
What you read in 2019: Financial advice
JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... 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 ...
Planners can prevent financial abuse
ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... 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 ...
FS Roundtable: Striking the perfect balance
KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... 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 ...
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... 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 ...
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 for ...
BT advice boss lands new role
KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... 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 ...
Excellence in managed accounts recognised
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... 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 ...
Westpac appoints remediation lead
JAMIE WILLIAMSON  |  MONDAY, 24 JUN 2019
... 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 ...
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