Neil Younger

Financial planning

The ‘ticking time bomb’ of the first QAR tranche

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

Operating as Entireti: Fortnum CEO unpacks new parent brand

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

Fortnum CEO sharpens focus on organic adviser pipeline

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...

Features

Will the election change CSLR?

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

Advice firms need to turn attention to growing scale

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

Licensee services for advisers lacking

Advisers needs are not being met given the mass exodus of institutional licensees but advisers are not looking for solutions that re-create what once was but better solut...

Financial planning

Key licensees hit back at FPA adviser registration proposal

The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they...