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Showing 21 - 30 of 385 results for "Morgans"

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... an income stream. This minimum amount must be withdrawn to maintain the tax-exempt status of the pension account. But Morgans Financial head of wealth management Terri Bradford noted that the proposed calculations stipulate that all super withdrawals ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... advice licensees also fell by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... has the highest proportion of advisers with a Bachelor's degree at 88%, followed by the SMSF Advisers Network (75%) and Morgans Financial (70%). The median across all AFSLs was 57%. As for the AFSL with the most advisers who have attained specialist ...

3000 advisers left industry last year

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 APR 2022
... end March 2022. AMP Financial Planning is the largest advice licensee with 588 financial advisers, ahead of second place Morgans Financial with 452 and Synchron with 371. IOOF has more advisers overall, with 1490 financial advisers registered, meaning ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... the pack in terms of adviser numbers with 591, losing only eight representatives between March 17 and mid-December 2021. Morgans Financial had 452 advisers on its books while Synchronised Business Services had 377. The remaining top 10 groups with the ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... Advisers (233), Charter Financial Planning (168) and Aware Financial Services (157). Synchronised Business Services (167), Morgans Financial (123) and Alliance Wealth (99) have many advisers who are members of the AFA. The SMSF Adviser Network and RI ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... on its book at the end of 2021, making it the fourth largest behind AMP Financial Planning, SMSF Advisers Network and Morgans Financial, Rainmaker analysis of the ASIC FAR data shows. The total consideration of $7.96 million is payable over two years ...

Rest strengthens investment team

JAMIE WILLIAMSON  |  WEDNESDAY, 2 FEB 2022
... then specialist, and more than four years at KPMG in risk consulting. Duncan's also held roles at Ord Minnett and RBS Morgans. Outside of financial services, he's served in the Australian Army on a part-time basis for the last 12 years. Confirming the ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... Financial Planning is home to the largest number of advisers, with 595, followed by the SMSF Advisers Network with 544 and Morgans Financial with 446 representatives on its books. Synchronised Business Services (382), Charter Financial Planning (376) ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... Rainmaker found is the rapid rate in which advisers moved between licensees, with nearly 13% switching to a new AFSL. Morgans Financial has the largest superannuation advice business with 379 advisers. Ord Minnett (198) and JBWere (184) make up the top ...