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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.

Australia
Australian
Brett-arnol
Viridian-financial-group
Viridian-advisory
Piers-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-kennedy
Suvidh-arora
Court-financial-services
Viridian-financial-group
Peter-kennedy-consulting
Cinch-loans
Smartmove-professional-mortgage-advisors
Viridian-financial-group-limited
Brokerages
Ontinue
Verge
Brokers

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.

Australia
Australian
Iress-xplan
Infinity-capital-solutions
Viridian-financial-group
Colonial-first-state
Infinity-asset
Viridian-advisory

Viridian Advisory opts for CFS Edge platform

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

Australia
Australians
Australian
Iress-xplan
Raamy-shahien
Infinity-capital-solutions
Viridian-financial-group
Viridian-advisory
Bryce-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.

Australia
Australian
Australians
Raamy-shahien
Viridian-financial-group
Colonial-first-state
Bryce-quirk

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