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Showing 1 - 10 of 100+ results for "Morgans"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... had 669 representatives at the end of the period, Rainmaker modelling of ASIC's Financial Adviser Register shows. Morgans Financial (470), Synchronised Business Services (434), Charter Financial Planning (421) and Consultum Financial Planning (383) ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... accountants to enable them to offer self-managed super funds and superannuation advice. The top 10 licensees also comprise: Morgans Financial (487), Synchronised Business Services (472), Charter Financial Planning (427), Interprac Financial Planning ...

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory for South Australia, joining from Morgans Financial where he was general manager for Adelaide. Sonya Brocklehurst will also join Crestone. She was previously a senior ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory for South Australia, joining from Morgans Financial where he was general manager for Adelaide. He was previously office head for Macquarie in South Australia, where ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... of March 2021. The SMSF Advisers Network is currently the largest advice licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. Over the course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but ...

Afterpay reveals US plans, economic impact

JAMIE WILLIAMSON  |  WEDNESDAY, 21 APR 2021
... responses and it's an Afterpay commissioned report), they are very material to merchants." Following the results, Morgans lowered its FY21-22 forecasts by 7%-8% on slightly lower sales growth but still recommends investors hold the stock.

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... 4.4% market share). Next up were five names with 2% to 2.6% market share: Synchronised Business Services (521 advisers), Morgans Financial (497), Charter Financial Planning (493) and GWM Adviser Services (440).

Lonsec to sell 37% stake to Generation

KANIKA SOOD  |  THURSDAY, 17 SEP 2020
... introduce the Comprehensive Income Products for Retirement regime. The equity raise is being handled by Moelis Australia and Morgans as joint lead managers and underwriters. About 50 million new GDG shares will be issued at 70 cents a share, which is ...

Chi-X releases viral TraCRs stocks

ALLY SELBY  |  THURSDAY, 25 JUN 2020
... available through more than 20 Australian brokerage firms and are issued by Deutsche Access Investments, including CommSec, Morgans Financial, Westpac Online Investing, ANZ Share Investing, CMC Markets, Bell Potter and more. Deutsche Bank head of depositary ...

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 ...
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