Non-aligned licensee Fortnum Financial Advisers has approved the use of Colonial First State’s FirstWrap for its advisers.
The platform will be used by Fortnum’s advice network, which consists of 31 practice principals and 31 financial advisers across Australia.
Fortnum said FirstWrap was chosen on the basis that CFS has a “strong commitment to non-aligned financial advice businesses”.
“[CFS] understands that Fortnum values being owned by its staff and advisers, as well as innovation and collaboration,” Fortnum executive chairman Ray Miles said.
“As a result, we have a mutually beneficial arrangement which, in turn, will enable Fortnum advisers to better service their clients.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
19 Feb 2018ANZ adopts insurance in super codeBy Staff Reporter
19 Feb 2018IOOF focused on FUA, not adviser numbersBy Tim Stewart
16 Feb 2018Compliance engagement low with rating agenciesBy Jessica Yun
16 Feb 2018Hub24 responds to ASIC allegationsBy Killian Plastow
16 Feb 2018ASIC flags changes to adviser registerBy Killian Plastow
16 Feb 2018Former adviser excluded from industry under ASIC EUBy Staff Reporter
- view all