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Advisers seek external support during geopolitical uncertainty

A majority of financial advisers believe additional assistance from external partners is crucial when communicating geopolitical tensions to clients, an advisory firm has uncovered.

Brett arnolViridian financial groupViridian advisoryPiers bolger

Brokerages will continue to merge: Brokers

The necessity of evolution and economies of scale will see independent brokerages become rare, according to brokers.

Peter kennedySuvidh aroraCourt financial servicesViridian financial groupPeter kennedy consultingCinch loansSmartmove professional mortgage advisorsViridian financial group limited

CFS Edge expands with $3bn in SMAs

Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform.

Iress xplanInfinity capital solutionsViridian financial groupColonial first stateInfinity assetViridian advisory

Viridian Advisory opts for CFS Edge platform

Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform.

Iress xplanRaamy shahienInfinity capital solutionsViridian financial groupViridian advisoryBryce quirk

Wealth firm awards CFS Edge mandate

Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm.

Raamy shahienViridian financial groupColonial first stateBryce quirk

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