Search ResultsShowing 1 - 10 of 100+ results for "Morgans"
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 ...
Special Report: Hitting new ETF goals
KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... opportunities, particularly in the fixed income or credit space. Stephen Cole, a financial planner and stockbroker at advice firm Morgans, uses equity ETFs in client portfolios - but not fixed income. "We have a view that we should be active in the area ...
Firetrail to launch $305m IPO
KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... Firetrail's offer CommSec is acting as the lead arranger and joint lead manager while Wilsons, Ord Minnett, Taylor Collison and Morgans are acting as joint lead managers. Crestone, Bell Porter, Patersons and FinEx Wealth are acting as co-managers. ...
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