Search Results | Showing 21 - 30 of 70 results for "Fortnum" |
| | ... picking up 38 and 20 respectively. Lifespan also gained 36, Ord Minnett gained 26, Nextplan gained 23, Insight gained 20 and Fortnum added 18. |
| | | ... Paragem, which will use machine learning and AI to recognise any irregularities in licensee data. One such licensee is Fortnum Financial Group, which is currently in the project delivery phase of developing the new compliance tool with HUB24. Managing ... |
| | | Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ... |
| | | ... growing licensees were Canaccord Genuity Patersons which picked up 117 advisers, E.L. & C. Baillieu which picked up 109 and Fortnum with 81. One of the big changes in the industry has been and remains the growth in reliance on managed accounts. Managed ... |
| | | ... successful financial advice businesses of the future will be those that have gained effective scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice collectives ... |
| | | ... portfolio and investment managers and technology platforms. Previously called Arrive Wealth Management Sydney, Cardena joined Fortnum in November 2016. Cardena has, in the past, partnered with Netwealth to launch a private label managed account. The ... |
| | | ... than $100,000 - or about 50% of what they actually lost. And a decade on, their balance would have recovered to $535,000. Fortnum Financial Advisers is the first firm to use Even Keel, across all of its Innova model portfolios. Milliman director of investment ... |
| | | Fortnum Private Wealth appointed a former Merrill Lynch chief economist to chair its investment and insurance committee. Joining Fortnum is Nigel Douglas. He has headed research at several top financial institutions in a career spanning 30 years. Douglas's ... |
| | | ... by NAB (147) and Westpac (128). The non-institutional licensees that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers ... |
| | | Fortnum Private Wealth is welcoming a former chief executive of Centric Wealth to its ranks. Glen Castensen joins in an executive position reporting directly to Fortnum managing director Neil Younger. He was most recently a financial services consultant ... |
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