FORTNUM PRIVATE WEALTH

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....

image
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...

image
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...

image
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...

image
People & Products

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

image
People & Products

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

image
Financial planning

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

image
Financial planning

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

6 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

6 hours ago
One foot out the door

Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...

7 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

2 days 23 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week ago