| Search Results | Showing 1 - 10 of 14 results for "Viridian Advisory" |
| | | ... 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 Suisse executive ... |
| | | | 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 ... |
| | | | ... 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, administration ... |
| | | | ... 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 in improving ... |
| | | | ... 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 ... |
| | | | ... 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, ClearView ... |
| | | | ... 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 Elston ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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| | ELIZABETH MCARTHUR The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed. | KANIKA SOOD Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%. | | | ELIZABETH MCARTHUR A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh. | KANIKA SOOD A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive. |
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