Geoff Lloyd named chair of Australia’s leading licensing and services provider Entireti

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Financial services leader, Geoff Lloyd, has been named Chair of Entireti, Australia’s leading provider of licensing and services to financial advice businesses. Entireti is the parent company of subsidiaries including

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Fortnum Executive Chair Ray Miles to retire

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Australian Financial Services Licensee, Fortnum Private Wealth has announced that the group’s Founder and Executive Chairman, Ray Miles, will step down from executive duties at the end of the year,

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Former ANZ Managing Director to lead expansion for Fortnum Financial Group

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Neil Younger has been appointed Managing Director of Fortnum Financial Group, as the group prepares to embark on a significant expansion program. Mr Younger will work closely with Fortnum Financial

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Stratus Financial Group wins Fortnum ‘2016 Principal Practice of the Year’ Award

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Stratus Financial Group is the winner of the prestigious ‘2016 Principal Practice of the Year’, presented at the Fortnum Financial Advisers Awards held recently. The Fortnum Financial Advisers ‘Principal Practice

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Fortnum e-Clipse transition to HUB24 complete

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Leading-edge wealth management platform provider HUB24 (ASX: HUB) yesterday announced the successful completion of the partial successor fund transfer of the e-Clipse Super Fund to the HUB24 Super Fund, on behalf

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New white paper finds culture is the most critical issue for the advice industry

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Three prominent financial services professionals have banded together to launch a new white paper detailing the key reasons why Australians don’t trust financial advisers, and what must urgently happen to create real

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Fortnum announces board changes

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Non-institutionally owned licensee, Fortnum Financial Group has announced that Larry Fingleson has stepped down as non-executive director of the company’s board to focus on his executive roles including spearheading new

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Fortnum restructures executive team

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Non-institutionally owned financial services company Fortnum Financial Group has restructured its financial planning subsidiary Fortnum Financial Advisers, appointing four new staff and internally-promoting national sales manager Joel Taylor to the

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Fortnum adds FirstWrap as a preferred platform

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Fortnum Financial Group has approved Colonial First State’s award-winning FirstWrap platform. Fortnum chose FirstWrap on the strength of its market-leading model portfolio functionality and Colonial First State’s strong commitment to

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Fortnum dumps upfront commissions

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Leading independently-owned financial advisory group Fortnum Financial Advisers will dump upfront risk insurance commissions and adopt a new remuneration model in a bid to self-regulate and ward off further legislative

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