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Showing 21 - 30 of 68 results for "Fortnum"

Dealer groups slam FPA policy

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
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 ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... 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 ...

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... 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 ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... 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 ...

Milliman launches course correction tool for retirees

ALEX BURKE  |  TUESDAY, 10 APR 2018
... 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 lands investment veteran as chairman

KANIKA SOOD  |  THURSDAY, 5 APR 2018
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 ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... 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 recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
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 ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... Little. He has more than 30 years' financial services experience and most recently was the business growth manager at Fortnum Private Wealth. Other senior roles for Little include managing director at Henry Financial Group for eight years, and at Synergy ...

New consultancy bridges IFA support gap

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... out of the system the sooner the industry will be recognised as a profession, he said. In establishing GreenZone with Fortnum Financial chair Ray Miles, Rimmer said it's with the intention to help advisers become truly independent. Right now, many institutionally-aligned ...