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Showing 551 - 560 of 2094 results for "Morgan"

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
Rainmaker analysis of ASIC Financial Adviser Register data has revealed hundreds of movements across advice dealer groups in just the last three months. From July to October end, Commonwealth Financial Planning lost over 100 advisers, going from 568 ...

New board positions for J.P.Morgan, CBA executives

ELIZA BAVIN  |  THURSDAY, 24 OCT 2019
... appointment of a new chair and deputy chair on its board, bringing in C-suite executives from the Commonwealth Bank and J.P. Morgan. The Australian Financial Markets Association has appointed Robert Bedwell, chief executive of Australia and New Zealand ...

IFM pushes into large scale private equity

ELIZA BAVIN  |  FRIDAY, 18 OCT 2019
... appointment of Jeremy Larkin to head the initiative. Larkin spent 25 years in corporate finance at Deutsche Bank and J.P. Morgan, also working as an adviser to a number of ASX 200 companies including the likes of BlueScope, CIMIC, Cleanaway, Link Group ...

Count Financial bolsters team as part of transition

ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
Count Financial has bolstered its leadership team as part of its acquisition by CountPlus. The Commonwealth Bank sold Count Financial to CountPlus for $2.5 million, finalizing the sale at the end of August. John Corcoran has now stepped into the position ...

IOOF completes Ord Minnett sale

JAMIE WILLIAMSON  |  TUESDAY, 24 SEP 2019
A consortium of private investors led by Ord Minnett management have bought IOOF's 70% stake in the firm for $115 million. IOOF announced today the completion of the sale, saying the buyer was a consortium of investors led by current Ord Minnett ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
Morgans has acquired CommSec Advisory for an undisclosed sum, after winning a tender conducted by the Commonwealth Bank of Australia. There are about 18 financial advisers in the team who collectively manage around $4 billion on behalf of clients. Both ...

Banks face imminent disruption

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... $300 to $1500," Wood said. "There's no way traditional banks can compete. If you look at digital accounts in the US - JP Morgan is number one but PayPal with Venmo is number two, Square is already number six." She said that at the same time as banks ...

Pinnacle ramps up distribution team

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... portfolio manager for a time. Prior to JCP, Campbell was senior dealer at Jardine Fleming Capital Partners - part of JP Morgan Asset Management. He also spent over two years at Macquarie Group earlier in his career. Pinnacle executive director Andrew ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... Advisory. It reported Ord Minnett was asked to tender for the business along with a handful of wealth managers including Morgan Stanley. Commonwealth Bank responded to Financial Standard's enquiry, with a spokesperson saying: "We are currently reviewing ...

Industry super satisfaction continues

HARRISON WORLEY  |  MONDAY, 16 SEP 2019
... satisfaction within the super sector with the retail sector continuing to be weighed down by Royal Commission fallout. Latest Roy Morgan research shows the 12 months to July served to stretch the domination of industry super funds, with more than 62.8% ...