viridian

Financial planning

Small advice firms networking is ‘powder keg waiting to explode’

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

Would small IFAs be better off on salary?

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 confirms commercial logic of advice exit

Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....

Features

How the banks keep the sweetest morsels

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 promises new license for migrating BT planners

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....