WT Financial turns to organic growth following M3 acquisition

WT-Financial-Group/millennium3/WT-Financial/financial-results/insignia/Keith-Cullen/

With three years of M&A activity under its belt, WT Financial reflects on its recent acquisition of Millennium3 from Insignia and says it is now well positioned to achieve organic growth.

Read more about:

AUTHOR

‘ASX Wolf’ finfluencer hit with bankruptcy orders

finfluencers/ASIC/federal-court/finfluencer/

ASIC has successfully obtained orders to bankrupt finfluencer Tyson Scholz for his failure to pay Federal Court costs of more than $450,000.

Read more about:

AUTHOR

US Treasuries: Blood on the Streets

No-Ads/Premium-Content/

Read more about:

AUTHOR

Financial Services Industry not delivering to the public

No-Ads/Premium-Content/

Read more about:

AUTHOR

Submissions open for Fund Manager of the Year Awards 2024

FMOTY/fund-management/fund-manager-of-the-year-awards/fund-managers/

Nominations and submissions have opened for the individual categories at the 36th annual Fund Manager of the Year Awards.

Read more about:

AUTHOR

Former Investment Trends CEO joins Netwealth

netwealth/investment-trends/boards/

Netwealth has appointed Sarah Brennan, former CEO of Investment Trends, as a non-executive director on its board.

Read more about:

AUTHOR

Advice opportunity as UHNWIs set to spike 27% in Australia

high-net-worth/HNWI/Australian-HNWI/capgemini/HUB24/

The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looking for different advice requirements than the average client.

Read more about:

AUTHOR

‘Only in quarter time’: Perpetual CEO reflects on Pendal integration

Perpetual/Rob-Adams/Pendal-Group/

Perpetual chief executive, Rob Adams, has refuted comments that the acquisition of Pendal has been a failure as the business reports $4.3 billion in outflows in the first half of 2024.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 23 hours ago