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Showing 1 - 10 of 45 results for "Morgans Financial"

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA | THURSDAY, 24 JUL 2025

... number of advisers grow during the period were Lifespan Financial Planning (up 4%), Centrepoint Alliance and Morgans Financial (both up 1%). Interprac Financial Planning had the largest number of new adviser registrations of 51. Alliance Wealth registered ...

Stockbroking faces 'perception problem'

ELIZA BAVIN | TUESDAY, 20 MAY 2025

... industry it needs to work to improve its public perception, particularly around the profession of stockbroking. Morgans Financial chief executive John Clifford said just a simple Google search of the term "stockbroker" will elicit photos of men on Wall ...

Size of super impacting capital markets

ELIZA BAVIN | TUESDAY, 20 MAY 2025

... accommodated where they are on the risk spectrum. I think that's the thing we shouldn't lose sight of." Morgans Financial executive director of corporate advisory Philip Lee agreed the concentration of capital in Australian markets is a concern. ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA | FRIDAY, 2 MAY 2025

... fastest-growing groups were Lifespan and Centrepoint Alliance, which each experienced growth of 36% in adviser numbers. Morgans Financial is the largest provider of superannuation advice with 375 advisers, followed by Ord Minnett's 227, JBWere's ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN | FRIDAY, 7 FEB 2025

Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN | FRIDAY, 7 FEB 2025

... the Sydney office in funds under management and revenue. Prior to that, Mann was a private wealth manager at Morgans Financial, having earlier worked as a private client advisor at Bell Potter Securities, with previous roles also at Macquarie and CommSec. ...

Morgans Financial crowned largest licensee

KARREN VERGARA | WEDNESDAY, 8 JAN 2025

Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

Medium-sized advice firms flourish: Research

KARREN VERGARA | THURSDAY, 24 OCT 2024

... five AFSLs that attracted the most advisers are Alliance Wealth, Shaw & Partners, Interprac, RI Advice, and Morgans Financial. Registered advisers operating via a superannuation fund-owned AFSL fell 6.1% year on year. Morgans Financial with its 363 advisers ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA | WEDNESDAY, 24 JUL 2024

... non-aligned segment, however, gained 252 advisers or 2.4% to finish with 10,595. Shaw and Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges Financial Services lost the highest ...

Adviser numbers plateau

KARREN VERGARA | THURSDAY, 18 APR 2024

The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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