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Showing 1 - 10 of 73 results for "Fortnum"

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... to unveil a rebrand in the first quarter of 2025. Overall, 103 employees from AMP joined the fold. Entireti also houses Fortnum Private Wealth and Personal Financial Services (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... stakes in 16 individual practices. It comes as the advice business reports a net loss of $15 million. Entireti, formerly Fortnum Private Wealth, and AZ NGA will pay $10.2 million to acquire Charter Financial Planning, Hillross, AMP Financial Planning ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... brand with 1159 registered advisers, down 128 from last year. AMP sits second place with 927, down by 59 since June 2023. Fortnum (up 107%), Lifespan (up 64%), and Clearview (up 44%) are the fastest-growing groups in the five years to June 2024.

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... Australian Unity's Financial Advice business by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian Unity deal is just the latest in a series of transactions enabled by AZ NGA. "We ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... the number of AFSLs has fallen at only half the rate of advisers, coming in at 18%. Interprac, Count, Alliance Wealth, Fortnum, and Lifespan had the largest numbers of new verified advisers join their AFSLs over the past 12 months. Overall, 5537 advisers ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... wealth, aged care, life risk insurance, and workplace financial advice. The two practices are authorised representatives of Fortnum Private Wealth. Wise Planners founder and chief executive Gareth Hall founded the firm in November 2014. He will now take ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the top 10 non-aligned licensees. Insignia ...
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