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...

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...

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...

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. ...

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...

Flinders Investment Partners’ small cap fund has been rewarded allocations from consulting groups Mercer Investment Consulting and Evidentia Group....

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....

Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new Head of Operations....

Fortnum Private Wealth has nabbed former BTFG national manager, practice advice, Kerry Thomas to the new role of head of advice....

Fortnum has pushed its new Professional Advice Framework, arguing client-centricity trumps product distribution....

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...

Cardena Private Wealth has joined Fortnum Financial Advisers after 14 years with AMP’s Hillross dealer group....