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Showing 1 - 10 of 27 results for "Fortnum Private Wealth"

AMP completes advice licensees sale

KARREN VERGARA | MONDAY, 2 DEC 2024

... 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 employees. ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON | THURSDAY, 8 AUG 2024

... 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 and support ...

FSC expands financial advice membership

KARREN VERGARA | WEDNESDAY, 24 APR 2024

... 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 of engagement ...

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

... 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 have so much ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN | TUESDAY, 14 NOV 2023

... 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 services business. ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA | WEDNESDAY, 13 SEP 2023

... 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 up the role of ...

Uptick in adviser numbers: Research

KARREN VERGARA | WEDNESDAY, 3 MAY 2023

... (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 continues ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON | TUESDAY, 6 DEC 2022

... advisers who have attained specialist ethics qualifications, AMP Financial Planning comes out on top with 49%. Fortnum Private Wealth has 46% and Charter Financial Planning has 39%.

Fortnum launches new adviser support service

CASSANDRA BALDINI | TUESDAY, 22 NOV 2022

Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ...

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First Sentier expands mandate with Northern Trust

MATTHEW WAI | 11:13AM

Northern Trust will offer a range of front-to-back solutions as third-party administrator for First Sentier Investors under an extended agreement.

Venture capital exits expected to grow in 2025: Preqin

ELIZA BAVIN | 11:10AM

The venture capital market is expected to see even more exits in 2025 after the sector was impacted by higher interest rates throughout 2024.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN | 11:08AM

The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

NRL legend joins private wealth firm

ANDREW MCKEAN | 12:02PM

Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador.

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