Search Results | Showing 41 - 50 of 70 results for %22Fortnum%22 |
| | 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 ... |
| | | ... 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. |
| | | 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 ... |
| | | ... 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 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. ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
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