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Tag Archives: research

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Business Model Licensees Fortnum

The business model displacing traditional licensees

Australian Financial ServicesBy Neil YoungerSeptember 26, 2022

There will always be a need for licensees, as long as financial advisers need an Australian Financial Services Licence (AFSL) authorisation to operate.

Investment and research

Expect LEADING investment and research support

Australian Financial ServicesBy Glen CastensenSeptember 13, 2022

Fortnum’s investment and research support is driven by our fundamental desire to help financial planners build more successful businesses while achieving better outcomes for their clients. As Chief Operating Officer, I’m tasked with heading up investment and research as well as managing our MDA service. We work closely with our financial planning practices in the…

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