FORTNUM PRIVATE WEALTH

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....

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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...

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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...

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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...

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People & Products

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

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People & Products

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

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Financial planning

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

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Financial planning

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

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Never miss the latest news and developments in wealth management industry

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