WT Financial Group managing director, Keith Cullen, believes the current M&A activity in financial advice is long overdue, having been ...
An emerging debate has looked at whether self-licensed firms should be differentiated by virtue of their scale compared to institutional ...
Advice firms should be targeting as much as $700,000 per annum per adviser in ongoing advice fees as clients could ...
WT Financial is expecting to see a 130 per cent increase in net profit after tax, as it releases indicative ...
The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy.
Further acquisitions remain a possibility for WT Financial as it finalises the integration of Synchron, Sentry and Wealth Today and ...
Synchron chair, Michael Harrison, is to retire as the firm acquires WT Financial Group with the firm thanking him for ...
WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates ...
WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
