Managed Accounts
Inside Viridian’s project to combat vertical integration
Viridian Advisory, widely seen as one of the nation’s leading advice boutiques, has undertaken a multi-year project to separate its advice and asset management arms. A Professional Planner investigation found a number of aggrieved former Viridian advisers had accused the firm of harbouring conflicts of interest emanating from its separately managed accounts offering.
Chris DastoorApril 2, 2025
