millennium3

Financial planning

WT Financial turns to organic growth following M3 acquisition

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 achiev...

Financial planning

WT Financial to acquire Insignia advice subsidiary

The diversified financial services group has entered a $2 million purchase agreement to acquire 100 per cent of a financial advice network owned by Insignia Financial....

Financial planning

IOOF appoints advice CEOs

Millenium3 chief executive Helen Blackford will lead Lonsdale, Millennium3 and IOOF Alliances, and RI Advice chief executive Peter Ornsby will lead of RI Advice and Consu...

Financial planning

ASIC bans three financial advisers

Bimaljeet Sekhon and Alan Davies have received three-year bans, while former Millennium3 authorised representative, Christopher Harris has been banned by the corporate re...

Financial planning

ASIC slaps QLD adviser with five-year ban

The Australian Securities and Investments Commission has banned Queensland-based adviser, Gregory Forster, from providing financial services for five years. ...

Financial planning

How IOOF leveraged its ‘self-employed advice model’

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

Financial planning

Ex-Millennium3 adviser fails to act in clients’ best interest

Financial adviser, Travis Byron McLean, has been banned from providing financial services for five years after failing to comply with financial services laws. ...