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Showing 41 - 50 of 371 results for %22Fort Financial Group%22

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
Risk advice technology solution LifeBid has added to its board of advisers. Financial adviser Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the ...

Former APRA executive joins Zurich

CHLOE WALKER  |  THURSDAY, 3 FEB 2022
Zurich has appointed former APRA executive board member Geoff Summerhayes to its suite of boards. A former financial services chief executive, director and APRA executive board member, Summerhayes joins five of Zurich's main APRA-regulated boards as ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... providing wealth management to high-net-worth and ultra-high-net-worth investors through trusted relationships with financial advisors, and will enhance our long-term ambition to deliver a scalable, digital-led wealth management solution to affluent ...

Citi adds to APAC leadership

CHLOE WALKER  |  TUESDAY, 18 JAN 2022
... in her role as the head of corporate banking for Australia and New Zealand. Choe joined Citi in 2014 as head of the Financial Institutions Group, corporate banking, Australia and New Zealand. Citi's GSG business is one of Citi's fastest growing businesses ...

ISPT takes stake in property fund manager

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... subsidiary run by ASX-listed E&P Financial Group, paying $12 million for its share. ISPT is to become part owner of E&P's Fort Street Real Estate Capital (FSREC), a real estate investor and asset manager which also acts as the investment and property ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
... before that was an implementation manager at NAB for six years. Ramsey is the former practice manager at Steel City Financial Planning. Prior to this, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning and Lonsdale ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... leadership team, as well as monitor the group's management and performance. Miles founded Fortnum in 2010 to support financial advisers seeking an alternative to the large institutionally owned dealer groups that dominated the landscape at the time. ...

Realside Financial Group adds to team

ANNABELLE DICKSON  |  MONDAY, 30 AUG 2021
... previously an associate and analyst in the team. Bibiana Yeung also joined Realside and was previously director of client financial services at Knight Frank Australia. In this role, she delivered property financial services across a portfolio which included ...