Search Results | Showing 31 - 40 of 52 results for %22Fortnum Advice%22 |
| | | 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 ... |
| | | | 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 ... |
| | | | At least of $190 million in superannuation assets representing some 900 members has been transferred to HUB24 as Fortnum Financial Group moves its e-Clipse Super Fund over to the platform. Remaining e-Clipse members, predominantly UK pension benefit ... |
| | | | A former Guardian Advice practice has joined non-institutionally owned dealer group, Fortnum Financial Advisers. Griffin Financial Services joined the group following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice ... |
| | | | AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ... |
| | | | Fortnum Financial Advisers has developed a professional advice framework in partnership with consultancy Good Advice Solutions to help advisers accurately diagnose a client's financial needs, meet their legal responsibilities and grow their businesses. ... |
| | | | ... platform services to an independent dealer group with more than 100 advisers and about $3.4 billion in funds under advice. Fortnum Financial Group's 34 advice practices will gain access to HUB24's white label platform, which include both superannuation ... |
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