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VIRIDIAN
Financial planning
Viridian Financial Group has launched a program to revolutionise financial literacy and independence among women in light of the gender pay gap. ...
Funds management
Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....
Financial planning
Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....
People & Products
The firm has announced a dual-entity restructure, with a new division catering to the diverse needs of advisers, advisory firms, and HNW and wholesale clients. ...
People & Products
Former abrdn head of wholesale, Con Koromilas, has been appointed to Infinity Asset Management. ...
Financial planning
According to advisers, the decision to streamline ongoing document requirements following the Quality of Advice Review will alleviate much of the red tape involved in the...
Funds management
A whole generation of investment managers – and some central bankers – are navigating an economic landscape they have never experienced....
People & Products
The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group. ...
Financial planning
Small advisories will need to partner in networks to share technology solutions if they want to survive in a shrinking industry that is becoming more expensive to operate...
Financial planning
Rising authorised representative costs might make it more sensible for independent financial advisers with relatively low turnovers to consider becoming salaried planners...
Financial planning
Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....
Features
Two of the major banks may have exited their wealth businesses and two more may be on their way out, but Mike Taylor writes that they have astutely kept the sweetest mors...
Financial planning
Viridian is promising migrating BT Magnitude and Securitor planners it wants to keep the BTGL community together but under a new license with no legacy issues....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...