KARL MORRIS
Financial planning
Ord Minnett, which exited IOOF in 2019, has announced it has entered into an agreement to acquire 100% of wealth management firm E.L&C. Baillieu ...
People & Products
The man who was once chief executive of Sunsuper, Don Luke, has now been appointed as chair of QSuper at the same time it is in merger discussion with Sunsuper....
Funds management
Ord Minnett is now 100 per cent owned by private interests led by its executive chairman, Karl Morris, following a decision by J.P. Morgan to join IOOF in selling its hol...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...