The latest issue of Financial Standard now available as an e-newspaper | Search Results | Showing 1 - 10 of 17 results for "Viridian Advisory" |
| | | 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 ... |
| | | | Some of Australia's financial services industry leaders share their favourite recipes for the festive season - some naughty, some nice. If you're looking for something to do with your down time this holiday season, why not try out a recipe from ... |
| | | | ... 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, though ... |
| | | | ... 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 ... |
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| | ELIZA BAVIN Early Release of Super payments surged around $7 billion in the first week of July, according to Treasury estimates, but this may not be a reason to panic. | ELIZA BAVIN Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end. | | | ALLY SELBY Pengana Capital's national sales manager for private banking and wealth has left the firm after more than five years, setting his eyes on a new life in sunny Queensland. | KANIKA SOOD In a new paper from Actuaries Institute, Anthony Asher argues financial advice can be made cheaper if the Australian Taxation Office (ATO) provides some of the data necessary for good advice. |
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