FORTNUM PRIVATE WEALTH

Financial planning

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

Financial planning

AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering....

Financial planning

Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of QAR legislation as a “ticking time bomb” i...

Financial planning

With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the fir...

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...

Financial planning

Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....

Features

Alexandra Cain writes that the outcome of the Federal election could have an effect on funding of the Compensation Scheme of Last Resort....

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

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...

Funds management

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...

People & Products

Fortnum Private Wealth has appointed Nigel Douglas as its new independent chairman of the Investment and Insurance Committee. ...

People & Products

Former Centric Wealth chief executive, Glen Castensen has been recruited to Fortnum Private Wealth....

Financial planning

Former Fortnum Private Wealth executive, Phil Little has taken on a specialist financial planner coaching role at Slipstream Coaching....

Financial planning

Fortnum Private Wealth has called for better incentives for young professionals to become financial planners....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 22 hours ago