Search Results | Showing 1 - 10 of 31 results for "Fortnum Financial" |
| | ... engagement and strengthen our advocacy on advice issues." WT Financial Group managing director Keith Cullen and Fortnum Financial Group managing director and group chief executive Neil Younger have therefore joined the FSC Board as directors. Younger ... |
| | | ... 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 director ... |
| | | ... - 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 services ... |
| | | ... the system the sooner the industry will be recognised as a profession, he said. In establishing GreenZone with Fortnum Financial chair Ray Miles, Rimmer said it's with the intention to help advisers become truly independent. Right now, many institutionally-aligned ... |
| | | Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ... |
| | | ... joined Fortnum earlier this year from Bendigo and Adelaide Bank where she was previously digital advice manager. Fortnum Financial Group chief executive and managing director Neil Younger said the appointment of Thomas and Mackay formed part of a restructure ... |
| | | ... revenue are outdated and won't survive the advice industry's transition to professionalism. That is the view of Fortnum Financial Group, which believes its newly-created professional advice framework will successfully drive Fortnum and its underlying ... |
| | | Fortnum Financial Group has appointed former ANZ Wealth managing director of advice and open market channels Neil Younger as its managing director. Younger joins as the group readies itself for a significant expansion program. He will work closely with ... |
| | | ... another five in the coming months." Cardena, formerly known as Arrive Wealth Management Sydney, recently joined Fortnum Financial Advisers from AMP. Netwealth has also recently exceeded $10 billion in FUM, attributed to strong inflows and continued growth ... |
| | | A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ... |
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