In a time of geopolitical tensions and rising inflation, the multi-strategy approach offers investors a better way to mitigate market volatility, writes Oksana Patron.
The overall drop in adviser numbers this week was driven by AMP Group which saw one of its practices moving to Fitzpatricks although 27 licensees saw gains.
Investment bonds are overlooked as an investment tool even though they offer a number of advantages that advisers should consider, according to Foresters Financial.
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.
The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Adviser Register, according to Wealth Data.
The regulator has permanently banned former authorised representative, Roderick Halligan, from providing financial services for contravening financial services laws and failure to his legal obligations.
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 planning group in the country by adviser numbers.
