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Financial planning
Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron. ...
Financial planning
WT Financial Group managing director, Keith Cullen, believes the current M&A activity in financial advice is long overdue, having been accused of “running into a burning ...
People & Products
Former Synchron chair Michael Harrison has died at age 78 after a long illness....
Financial planning
There has been a steadying of adviser numbers this week as it reports gains following initial high numbers of exits after the financial adviser exam deadline....
People & Products
Further acquisitions remain a possibility for WT Financial as it finalises the integration of Synchron, Sentry and Wealth Today and announces its full-year results....
People & Products
Sequoia has appointed Phil Osborne as head of Libertas Financial Planning....
Financial planning
Synchron chair, Michael Harrison, is to retire as the firm acquires WT Financial Group with the firm thanking him for his contribution to financial services....
Features
Following the acquisition of Synchron, WT Financial Group has said it is set to become Australia’s third-largest adviser group by adviser numbers, writes Oksana Patron....
Financial planning
The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Advis...
Financial planning
WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...
Financial planning
WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million. ...
Financial planning
Legislating a principle-based regulation framework should be considered carefully and not be a “knee-jerk reaction for popular support”, according to Synchron....
Financial planning
It looks like the pace of advisers existing the industry has stabilised, with a net change in adviser numbers having been pushed into a positive territory for the second ...
Financial planning
The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is ...
People & Products
Synchron has appointed Phil Osborne as general manager, compliance, bringing 30 years of experience in financial services to the compliance team....
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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...