Search Results | Showing 31 - 40 of 70 results for "Fortnum" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ... |
| | | | Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ... |
| | | | A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ... |
| | | | ... sales and revenue are outdated and won't survive the advice industry's transition to professionalism. That is the view of Fortnum Financial Group, which believes its newly-created professional advice framework will successfully drive Fortnum and its ... |
| | | | Fortnum Financial Group has appointed former ANZ Wealth managing director of advice and open market channels Neil Younger as its managing director. Younger joins as the group readies itself for a significant expansion program. He will work closely with ... |
| | | | ... launching another five in the coming months." Cardena, formerly known as Arrive Wealth Management Sydney, recently joined Fortnum Financial Advisers from AMP. Netwealth has also recently exceeded $10 billion in FUM, attributed to strong inflows and continued ... |
| | | | A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ... |
| | | | ... FY16, an increase of $813m or 102% on FY15. Quarterly net inflows were also up, $579m or 112% on pcp, which included the Fortnum transition. Total platform FUA includes wholesale FUA ($313m) and reporting services FUA ($150m). HUB24's wholesale FUA is ... |
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