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Showing 331 - 340 of 2117 results for "Morgan"

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
The number of financial advisers is close to dipping below the 17,000 mark as more than 700 recently exited the industry. As of March 17, the ASIC Financial Adviser Register recorded 17,246 active advisers, Rainmaker modelling of the data reveals. On ...

US, UK hike interest rates

ELIZABETH MCARTHUR  |  FRIDAY, 18 MAR 2022
... now anticipates hiking rates seven times this year, and almost half the committee members would like to see more," J.P. Morgan Asset Management global market strategist Kerry Craig said. "This is some departure from the three hikes expected back in December ...

HESTA pushes forward with internalisation

ELIZABETH MCARTHUR  |  THURSDAY, 17 MAR 2022
... the team. Steven Semczyszyn, formerly chief investment officer of JCP Investment Partners and a portfolio manager at J.P. Morgan, was charged with developing the Aussie equities function as general manager, growth assets. After 10 years at Vanguard ...

JPMAM appoints sustainable investing head

ELIZABETH MCARTHUR  |  THURSDAY, 17 MAR 2022
J.P. Morgan Asset Management's (JPMAM) appointed a new head of sustainable investing research, based in London. Roland Rott has been made head of sustainable investing research, which is a newly created role for JPMAM with a global remit. Rott will ...

Super mergers only beginning: J.P. Morgan

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... only seen the start of consolidation in superannuation, with mergers to accelerate, according to a new survey from J.P. Morgan. J.P. Morgan's inaugural Future of Superannuation Report interviewed 12 super fund leaders, who collectively manage $1 trillion ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
The Financial Planning Association holds the lion's share of membership as nearly 40% of advisers report they are part of the professional body. Some 38% or 7239 active advisers on ASIC's Financial Adviser Register are members of the FPA based on the ...

Centuria joins forces with Morgan Stanley

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
Centuria Capital Group has partnered with Morgan Stanley in a bid to further expand its healthcare assets which have grown to $1.7 billion. The joint venture with Morgan Stanley Real Estate Investing seeds an investment vehicle called the Centuria Prime ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
ASX-listed WT Financial Group (WTL) is set to acquire Synchronised Business Services for $8 million. The transaction will create one of the country's largest non-aligned dealer groups with more than 600 advisers and $16 billion in funds under advice. ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... total assets under management in 2020 sitting at around US$350 billion. According to a 2021 report from Oliver Wyman and Morgan Stanley, this could grow to about US$1.5 trillion by 2025, drawing flows that would otherwise be snapped up by ETFs or mutual ...

Prime Value hires Rest portfolio manager

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
... Younger is the newest addition to the firm, following Benjamin Mellody's appointment as an equities analyst and Philip Morgan, who became the new director of investor relations and capital raising, last year. Morgan worked at the NAB banking group's ...