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FORTNUM
Financial planning
The heads of two financial advice licensees have joined the board of the Financial Services Council as it looks to deepen its engagement with the space and strengthen its...
Financial planning
Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum ...
Financial planning
Fortnum Private Wealth CEO, Neil Younger, says scale is becoming a necessity rather than a benefit for financial advice licensees as it focuses on organic growth via lice...
People & Products
The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...
People & Products
Fortnum Private Wealth has appointed former financial adviser Jason Gapps as practice engagement and growth manager to help the firm grow its relationships with the advic...
Financial planning
Building scale will allow advice businesses to be in a stronger position to manage costs, meet their compliance obligations and keep fees steady than a small practice, ac...
Financial planning
Although the industry continues to lose advisers, this week’s data from HFS Consulting has shown that the losses were lower compared year-on-year. ...
Financial planning
The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they...
Funds management
Flinders Investment Partners’ small cap fund has been rewarded allocations from consulting groups Mercer Investment Consulting and Evidentia Group....
Financial planning
Paul Barrett-led AZ NGA has confirmed a licensing arrangement with Fortnum to cover AZ NGA advice practices impacted by licensee close-downs....
Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new head of operations....
Financial planning
Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new Head of Operations....
Financial planning
Fortnum Private Wealth has nabbed former BTFG national manager, practice advice, Kerry Thomas to the new role of head of advice....
Financial planning
Fortnum has pushed its new Professional Advice Framework, arguing client-centricity trumps product distribution....
Financial planning
Fortnum has appointed former ANZ wealth managing director of advice and open market channels, Neil Younger, as its managing director as the group prepared to launch an ex...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...