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Showing 1 - 10 of 38 results for "Morgans Financial"

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 ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... highest number of representatives with 477. It had 546 at the start of 2023, a 13% drop in adviser numbers. Morgans Financial with 427 comes second place, while in third place Interprac Financial Planning had 331 employed advisers. Count Financial (310) ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... years' experience. The biggest licensees such as AMP Financial Planning have on average 15.3 years of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... had 422 advisers at the end of 2021. Charter Financial Planning had 306 advisers, down 56 from 362 in FY22. Morgans Financial is the second-largest dealer group, ending FY23 with 422 advisers after losing 29 in 12 months. Interprac Financial Planning ...

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... driven by capital gains rather than contributions," ASFA said. As previously reported by Financial Standard, Morgans Financial head of wealth management Terri Bradford expressed concern over the proposed changes. Bradford argued against including unrealised ...

Curbing super tax breaks for the wealthy: Consultation opens

ANDREW MCKEAN  |  MONDAY, 3 APR 2023
... triggering what could be substantial transaction costs." Meanwhile, as previously reported by Financial Standard, Morgans Financial head of wealth management Terri Bradford urged the government to consider the human impact of the proposed super reform. ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... stream. This minimum amount must be withdrawn to maintain the tax-exempt status of the pension account. But Morgans Financial head of wealth management Terri Bradford noted that the proposed calculations stipulate that all super withdrawals must be included ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... licensees also fell by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia ...
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Funds SA appoints chief investment officer

ANDREW MCKEAN
Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN
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UniSuper has 'some work to get on with' on cyber front: Chair

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Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA
Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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