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Showing 391 - 400 of 2117 results for "Morgan"

BNK partners with Goldman Sachs

KANIKA SOOD  |  WEDNESDAY, 4 AUG 2021
... is a strong endorsement of the scale, uniqueness and value of BNK's mortgage platform," said BNK chief executive Brett Morgan. "Goldman Sachs operational due diligence was an extremely thorough and rigorous process which has helped us establish that ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
... team. Schell was previously a financial adviser at TruWealth Advice and a senior dealer assistant/associate adviser at Morgan Stanley and also at E.L. & C. Baillieu. Prior to this, Schell was a senior client services associate at Thornton Group and worked ...

Industry fund tops superannuation satisfaction survey

KANIKA SOOD  |  WEDNESDAY, 28 JUL 2021
An industry fund took the top spot in Roy Morgan's latest superannuation satisfaction report. HESTA was named the winner for the six months ending June 2021, toppling Catholic Super which won the last round to January 2021. "Our focus on putting members ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... resignation comes on the same day as the Association of Financial Advisers announced the appointment of its new chief. Helen Morgan-Banda will lead the AFA from August 2, replacing Phil Kewin who resigned earlier this year. Most recently she led the ...

AFA announces new chief executive

KANIKA SOOD  |  MONDAY, 26 JUL 2021
... Association of Financial Advisers has appointed a new chief executive to replace Phil Kewin who resigned earlier this year. Helen Morgan-Banda will move into the role on August 2. She has nearly 10 years of experience as the chief executive of two professional ...

Eliminating debt prioritised over pension contributions

KARREN VERGARA  |  MONDAY, 19 JUL 2021
... finds that workers would rather pay off debt than contribute as much as 10% of their salary to their pension plan. J.P. Morgan Asset Management's annual survey found that 65% of employees haven't been able to contribute to their retirement savings because ...

VanEck opens Perth office

KANIKA SOOD  |  FRIDAY, 9 JUL 2021
... its Sydney office. Angus Fowler joins from Switzer Group where we was a partnerships coordinator, Chris Prowse joins from Morgan Stanley where he was a client service associate and Claudia Catalanotto joins from Wellington Management where she was an ...

ACSA chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... released statistics that showed nearly a quarter or $973.2 billion of the $1 trillion custody asset pool is serviced by J.P. Morgan, followed by Northern Trust at $660.9 billion, which has a 16% market share, and Citi at $589.7 billion, with a 15% ho ...

CFS unveils new leadership team

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... end of July. She brings experience in superannuation and investments having worked at MLC, Westpac, ING and BT. Andrew Morgan will join CFS as chief financial officer from MLC where he held the same role. Morgan spent nine years at Commonwealth Bank ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
Some 450 financial advisers left the industry in the last month of the financial year, taking the total population to 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF ...