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WEALTH TODAY
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....
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’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...
Financial planning
The accounting for one-off write-downs and provisions of $2.89 million have contributed to a net profit after tax loss of $3.28 million....
Financial planning
Centrepoint’s acquisition of Clearview’s advice business will create a new combined entity that will be one of the largest financial planning groups in the country in ter...
People & Products
WT Financial Group has announced that Sentry’s chair and substantial shareholder, Michael Harrison, has been appointed as its new non-executive director....
Features
Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....
Financial planning
The group that just acquired Sentry is looking to continue its expansion to become one of the biggest mid-tier independent financial planning groups by organic growth and...
Financial planning
Despite 400 new entrants doing their professional year, this number is far below what is required to sustain the industry....
Financial planning
The amount of new professional year entrants is less than a tenth of the total amount of advisers that have exited the industry this year. ...
Financial planning
Wealth Today saw a reduction in new business revenue for many advisers between February and May due to the economic uncertainty and downturn from the pandemic....
Financial planning
Wealth Today’s parent company, ASX-listed WT Financial Group, sees potential for further improvement on costs side upon completion its exit of surplus office space progra...
People & Products
Managed discretionary account provider Implemented Portfolios Limited has entered into agreement with adviser group Wealth Today to provide individual managed accounts. ...
Features
As a part of its new series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. This month, MM ...
Financial planning
There are only 68 eligible New Entrant Registrations from licensees, but the industry has concerns over how many adviser graduates are doing their Professional Year and i...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...