WT Financial managing director Keith Cullen has become the latest advice licensee to describe how artificial intelligence is transforming its ...
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth ...
WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples ...
WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully ...
Merchant Wealth’s David Haintz has described how the firm differs from the traditional private equity ventures jumping into Australia, and ...
WT Financial’s new entity with Merchant, Investco, has entered into a heads of agreement to merge three financial advice firms.
With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but ...
Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor.
WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus ...
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...
