DON TRAPNELL
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
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. ...
People & Products
Synchron has appointed Phil Osborne as general manager, compliance, bringing 30 years of experience in financial services to the compliance team....
Financial planning
The Government is making scapegoats out of the advice industry even though it is not responsible for product failures or the vast majority of financial complaints, accord...
Financial planning
The advice group supports many of recommendations of the white paper but has questioned the motives of the Financial Services Council and whether risk advisers should tru...
Financial planning
The end of the financial year will see a greater loss in adviser numbers than usual from advisers wanting to avoid the next round of the ASIC levy....
Financial planning
Synchron advisers and staff can receive a $100 Bunnings gift voucher if they get the COVID-19 vaccine. ...
Financial planning
Synchron has issued an urgent call for life insurers to clarify responses to the new Unfair Contract Terms regime. ...
Features
There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...
Features
From the implementation of the FASEA regime through to the recommendations of the Royal Commission, Mike Taylor writes, a lot had changed before the Australian Securities...
Life/Risk
Scaled advice may reduce the cost of advice, but in the case of life/risk insurance, it may not adequately cover the best interests duty for the client....
Life/Risk
Just 18 months out from the Australian Securities and Investments Commission delivering its review of the Life Insurance Framework a serious contradiction has emerged – s...
Life/Risk
As the Australian Securities and Investments Commission kicks off its review of the Life Insurance Framework a new report has defended the value of life/risk commissions....
People & Products
Former MLC Life Insurance business development manager and NextGen graduate Sarah Congdon will replace Jason Milosevski....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...