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VIRIDIAN
Financial planning
Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportun...
Financial planning
Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program....
Financial planning
Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly com...
Financial planning
Following its recent partnership with Otivo, Colonial First State has now announced an arrangement with Viridian Advisory to offer unadvised members with one-off, topic-b...
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....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...