Search Results | Showing 61 - 70 of 70 results for %22Fortnum%22 |
| | | National Australia Bank (NAB) Wealth and MLC business growth manager for New South Wales will join Fortnum Financial Group as national sales manager. Joel Taylor will be responsible for building relationships with new and existing member firms, and ... |
| | | | ... to acquire prospective clients and it is based on the ratings of consumers who were in the market for financial advice. Fortnum Financial Advisers and Apogee Financial Planning received Highly Commended accolades, while Synchron and MLC/Garvan were Commended. ... |
| | | | ... for Synchron. Other independent groups with high internal approval were Synchron, Premium, Australian Unity, Dover and Fortnum; with each of them scoring more than 89% on internal approval. However, the figures were lower for institutional dealer groups. ... |
| | | | ... manager is already available on the e-Clipse UMA platform. Innova and the e- Clipse UMA platform are majority owned by Fortnum Financial Group, an independent financial planning dealer group. Morphic's first product, the Morphic Global Opportunities ... |
| | | | ... Wealth licensees including RI Advice, Financial Services Partners and Millennium3 in addition to the group's Sentry and Fortnum investments. "Neil's experience will be invaluable in assisting our licensees navigate their way through the impending Future ... |
| | | | Fortnum Financial Advisers has launched a new unified managed account providing protection for self managed super funds in the pension draw down phase. The e-Clipse unified managed account (UMA), which is supported by global partners P2group and Milliman ... |
| | | | ... group RI Advice, after its internal investment research team departs to start their own business with Ray Miles-owned Fortnum Financial Group as a client. The investment research team will create its own portfolio construction services company over the ... |
| | | | ING Australia has taken a 20 per cent stake in Ray Miles' Fortnum Financial Group but Miles said the backing will not affect the practice's business structure. Ray Miles, former Genesys Wealth Advisers managing director and now executive chair at Fortnum ... |
| | | | ... Standard, Bouris, under his companies Yellow Brick Road and Yellow Brick Road Securities, and Miles, under his new group Fortnum Financial Planners, said they are looking for an investment platform superior to existing offerings. First, they want a 'universal ... |
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