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Showing 31 - 40 of 68 results for "Fortnum"

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
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 inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
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 ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
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 ...

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... sales and revenue are outdated and won't survive the advice industry's transition to professionalism.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 ...

Former ANZ exec joins Fortnum

KERRIE SYDEE  |  WEDNESDAY, 16 NOV 2016
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 ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... 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 ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
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 ...

HUB24 FUA exceeds 120% growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
... 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 ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...

Milliman awarded industry fund mandate

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... super funds, exchange-traded funds and managed funds. Milliman also works with research house Lonsec and dealer group Fortnum Financial Advisers, and is working with a number of firms to deliver risk management strategies.