Search ResultsShowing 1 - 10 of 21 results for "Viridian"
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
... 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 ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... 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 ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... 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 ...
Financial advice drags BTFG results
KARREN VERGARA  |  MONDAY, 6 MAY 2019
... paid 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 27% ...
Pendal profits plunge, advisers remain positive
KANIKA SOOD  |  THURSDAY, 2 MAY 2019
... also 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 also ...
Westpac appoints acting advice GM
JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
... Westpac 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 from ...
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