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Showing 41 - 50 of 383 results for "Morgans"

Macquarie kicks off $400m raise

ALLY SELBY | MONDAY, 11 MAY 2020

... funding," the bank said. ANZ Securities, Citigroup Global Markets Australia, CBA, E&P Corporate Advisory, Ord Minnett, Morgans Financial, NAB, and Westpac Institutional have been appointed as joint lead managers. Macquarie has been appointed as sole ...

Advice industry compresses

ELIZABETH MCARTHUR | TUESDAY, 11 FEB 2020

... fell by 5% to 11,083. AMP Financial Planning remains the largest licensee followed by SMSF Advisers Network, Charter, Morgans and Synchronised Business Services. AMP and its four licences is the largest advice licensee group but its margin over number ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR | TUESDAY, 5 NOV 2019

... Bridges' books. Of the 63 Bendigo advisers on its books in July, 33 have ceased. Just 20 elected to join Bridges, Morgans picked up three, and Synchron picked up two as did Financial Services Partners. One went to Australian Unity Personal Finance ...

Count Financial bolsters team as part of transition

ELIZABETH MCARTHUR | THURSDAY, 17 OCT 2019

... was announced, Count Financial was home to approximately 350 advisers. CBA also recently offloaded CommSec Advisory to Morgans for an undisclosed sum.

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 ...

Bravura raises $165m for GBST bid

KANIKA SOOD | FRIDAY, 3 MAY 2019

... wealth management businesses and institutions. Its clients include the big four banks, Baillieu Holst, Bell Porter and Morgans. On April 12, Bravura bid $2.50 to acquire all of GBST's shares which would have valued the smaller company at about $170 ...

Bravura circles competitor

KANIKA SOOD | FRIDAY, 12 APR 2019

... wealth management businesses and institutions. Its clients include the big four banks, Baillieu Holst, Bell Porter and Morgans. The $1.1 billion Bravura is more than eight times GBST's market cap. Bravura's offer of $2.50 per share represents ...

Morgans Financial licence conditions lifted

ELIZABETH MCARTHUR | MONDAY, 25 MAR 2019

... stockbroking and wealth management firm with over 60,000 active clients has had additional licence conditions lifted. Morgans Financial had the conditions imposed in November 2016. ASIC has now removed the conditions as at March 19. The conditions followed ...

Bonds reward equity investors seeking refuge

KARREN VERGARA | MONDAY, 17 DEC 2018

... have to be cut in the future due to weakening economic conditions, so it has a pretty good record in this regard." From Morgans financial planner and stockbroker Stephen Cole' point of view, the market appears to be intimating that economic conditions ...

ASIC appoints to disciplinary panel

KANIKA SOOD | FRIDAY, 30 NOV 2018

Heads from stockbrokers Macquarie Securities and Morgans are among new appointees to a peer review panel at ASIC. The corporate regulator has added four members to its markets disciplinary panel, which peer reviews the decisions about whether infringement ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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