Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum ...
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...
Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....
Alexandra Cain writes that the outcome of the Federal election could have an effect on funding of the Compensation Scheme of Last Resort....
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...
Advice businesses will find the future increasingly challenging unless they can gain the necessary advantages of scale, according to a new report from Fortnum Private Wea...
Hall Chadwick QLD SMSF & Financial Advisors has joined the managed accounts following, awarding Innova Asset Management a substantial mandate to run its first managed acc...
Fortnum Private Wealth has appointed Nigel Douglas as its new independent chairman of the Investment and Insurance Committee. ...
Former Centric Wealth chief executive, Glen Castensen has been recruited to Fortnum Private Wealth....
Former Fortnum Private Wealth executive, Phil Little has taken on a specialist financial planner coaching role at Slipstream Coaching....
Fortnum Private Wealth has called for better incentives for young professionals to become financial planners....
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...