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Showing 581 - 590 of 2120 results for "Morgan"

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% ...

Super fund bolsters leadership team

JAMIE WILLIAMSON  |  FRIDAY, 6 SEP 2019
... and look forward to working with him." In addition to JCP, Humphreys has also previously held senior roles with Suncorp, Morgan Stanley and Accenture. His appointment follows that of a new chief risk officer in May. Sabine Taylor joined TelstraSuper ...

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
... Keeley's practice, Churpa Wealth. It also added to its Mudgee practice in February of this year, appointing former J.P. Morgan Asset Management head of institutional Stephen Alcorn to the role of associate adviser.

BNY Mellon adds to Melbourne team

KANIKA SOOD  |  THURSDAY, 5 SEP 2019
... and ThinkTank and straight debt, where clients include international giants such as McDonalds, General Electric and JP Morgan issuing A$-denominated bonds and local companies such as CSL and Transurban. Mistry worked at Citi in corporate trust sales ...

Boutique to launch flagship fund

JAMIE WILLIAMSON  |  TUESDAY, 3 SEP 2019
... manager, Talmage as chief operating officer and portfolio manager and Andrews as director and head of institutional. Former Morgan Stanley head of asset management Damien Green is Blue Orbit's non-executive chair and Costa Asset Management chief executive ...