SYNCHRON

Financial planning

Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron. ...

Financial planning

WT Financial Group managing director, Keith Cullen, believes the current M&A activity in financial advice is long overdue, having been accused of “running into a burning ...

People & Products

Former Synchron chair Michael Harrison has died at age 78 after a long illness....

Financial planning

There has been a steadying of adviser numbers this week as it reports gains following initial high numbers of exits after the financial adviser exam deadline....

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People & Products

Further acquisitions remain a possibility for WT Financial as it finalises the integration of Synchron, Sentry and Wealth Today and announces its full-year results....

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People & Products

Sequoia has appointed Phil Osborne as head of Libertas Financial Planning....

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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....

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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....

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Financial planning

The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Advis...

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Financial planning

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 ...

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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. ...

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Financial planning

Legislating a principle-based regulation framework should be considered carefully and not be a “knee-jerk reaction for popular support”, according to Synchron....

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Financial planning

It looks like the pace of advisers existing the industry has stabilised, with a net change in adviser numbers having been pushed into a positive territory for the second ...

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Financial planning

The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is ...

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People & Products

Synchron has appointed Phil Osborne as general manager, compliance, bringing 30 years of experience in financial services to the compliance team....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago