FORTNUM

Financial planning

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

Financial planning

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...

Financial planning

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
moneymanagement logo