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Showing 41 - 50 of 68 results for "Fortnum"

Fortnum super members transitioned to HUB24

MARK SMITH  |  THURSDAY, 9 JUN 2016
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 ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
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 NGA signs twelfth firm

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... leader in facilitating UK pension transfers into the Australian superannuation system. Sterling Planners is member of the Fortnum financial advisory network and are responsible for approximately $210 million of client funds, comprising a team of seven ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
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 debuts integrated advice platform

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
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. ...

HUB24 funds under administration to hit $3bn

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
... June last year to $2.37 billion by year-end. By June this year, this figure will hit more than $3 billion, assuming the Fortnum acquisition stays on track. Second, the group is finally cash flow positive on a monthly basis and third, EBITDA losses have ...

New business drives record HUB24 inflows

MARK SMITH  |  MONDAY, 18 JAN 2016
... During the quarter HUB24 signed five new distribution agreements with licensees including a white label partnership with Fortnum Financial Group. Signed in October, the deal will see the transfer of over $650m to HUB24 in the second half of 2016. The ...

AMP adviser, former Shadforth exec join Fortnum

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
An AMP adviser, a former Shadforth director and an independent practice have recently joined Fortnum Financial Group. Former SFG Australia managing director Tony Fenning has joined the Fortnum board as a non-executive director. Fenning is also a board ...

IOOF appoints News Corp exec as Shadforth CEO

LAURA MILLAN  |  WEDNESDAY, 28 OCT 2015
... by IOOF, a number of Shadforth advisers and practices have left the licensee to join non-aligned dealer groups such as Fortnum and Fitzpatricks.

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
... 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 ...