Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 52 results for "Fortnum"
Former adviser charged over fabricated information
JAMIE WILLIAMSON  |  FRIDAY, 5 MAR 2021
The former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, was charged with 16 offences related to fabricating evidence with hopes ASIC would stop looking into him. Ezzat Daniel Nesseim ...
Almost 3000 advisers gone in 2020
ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... gained 26 and Insight Investment Services doubled in size - going from 25 advisers to 50. Capstone Financial Planning and Fortnum gained 22 advisers each while Sequoia picked up 20. Macdonald thinks, looking forward to 2021, that the industry will continue ...
Almost 2000 advisers gone so far in 2020
ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... picking up 38 and 20 respectively. Lifespan also gained 36, Ord Minnett gained 26, Nextplan gained 23, Insight gained 20 and Fortnum added 18.
Platform prototypes compliance capability
ALLY SELBY  |  THURSDAY, 18 JUN 2020
... Paragem, which will use machine learning and AI to recognise any irregularities in licensee data. One such licensee is Fortnum Financial Group, which is currently in the project delivery phase of developing the new compliance tool with HUB24. Managing ...
Dealer groups slam FPA policy
ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...
Advice industry compresses
ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... growing licensees were Canaccord Genuity Patersons which picked up 117 advisers, E.L. & C. Baillieu which picked up 109 and Fortnum with 81. One of the big changes in the industry has been and remains the growth in reliance on managed accounts. Managed ...
Scale integral to adviser success
JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... successful financial advice businesses of the future will be those that have gained effective scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice collectives ...
Cardena Private Wealth adds life insurance
KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... portfolio and investment managers and technology platforms. Previously called Arrive Wealth Management Sydney, Cardena joined Fortnum in November 2016. Cardena has, in the past, partnered with Netwealth to launch a private label managed account. The ...
Milliman launches course correction tool for retirees
ALEX BURKE  |  TUESDAY, 10 APR 2018
... than $100,000 - or about 50% of what they actually lost. And a decade on, their balance would have recovered to $535,000. Fortnum Financial Advisers is the first firm to use Even Keel, across all of its Innova model portfolios. Milliman director of investment ...
Fortnum lands investment veteran as chairman
KANIKA SOOD  |  THURSDAY, 5 APR 2018
Fortnum Private Wealth appointed a former Merrill Lynch chief economist to chair its investment and insurance committee. Joining Fortnum is Nigel Douglas. He has headed research at several top financial institutions in a career spanning 30 years. Douglas's ...
PAGE:
1
PREVIOUS
NEXT