Morgans

Financial planning

AMPFP loses title of largest individual licensee

A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data....

Financial planning

The ‘under the radar’ AFSL maintaining stable adviser numbers

In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the...

Financial planning

How to ensure a successful PY for candidates and supervisors

Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...

Financial planning

Insignia tops annual turnover

Looking at annual turnover statistics, Insignia has the highest annual adviser turnover rate of the big five licensees while Morgans has easily the lowest rate of turnove...

Funds management

Chi-X adds global blue-chip US listed companies

Chi-X Australia, together with Deutsche Bank, has unveiled the next tranche of US listed companies that would be available to investors through its investment vehicle....

Financial planning

ASIC updates Morgans’ licence conditions

ASIC and Morgans Financial Limited have agreed for an independent compliance consultant to monitor and review Morgan’s implementation of recommended compliance measures....