The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Financial Planning

Fortnum launches new adviser support service

BY CASSANDRA BALDINI | TUESDAY, 22 NOV 2022 12:47PM

Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses.

Upgrade your subscription to access this article

And gain access to:

All website content, including archived news
Home page news customisation
Tech Zone, your technical resource library

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

VIEW COMMENTS

Related News

►	Entireti taps AI to centralise advice data
►	Insignia offloads IOOF Alliances to Entireti
►	ASIC sues Fortnum Private Wealth
►	Entireti, Otivo enter strategic alliance for digital advice
►	Former AMP licensees rebranded as Akumin
►	Entireti appoints chief investment officer
►	AMP completes advice licensees sale
►	AMP sells advice licensees to Entireti, AZ NGA
►	FSC expands financial advice membership
►	Fortnum, PFS launch parent company

Editor's Choice

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Follow the leaders

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

Maintaining a fundamental focus in a world obsessed with the short term

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE