WT FINANCIAL GROUP
Financial planning
The head of one of Australia’s largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms prov...
People & Products
Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm. ...
Financial planning
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
Inorganic growth is the trend of the day for licensees as multiple chief executives indicate how they intend to grow their businesses in 2024. ...
Financial planning
Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...
Financial planning
It may be licensees’ responsibility to report internal dispute resolution regime data to ASIC next month, but they are reminding their advisers of the importance of keepi...
Features
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...
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 ...
Financial planning
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
An emerging debate has looked at whether self-licensed firms should be differentiated by virtue of their scale compared to institutional licensees and dealer groups when ...
Financial planning
Michael Harrison, non-executive director at WT Financial Group and former Sentry director, is set to retire from the firm with Chelsea Pottenger taking over....
Features
The number of profitable practices channelling their time, capital and resources into self-licensed ventures is on the rise, a trend which larger licensees are observing ...
Financial planning
Advice firms should be targeting as much as $700,000 per annum per adviser in ongoing advice fees as clients could be willing to pay higher advice fees than advisers are ...
Financial planning
WT Financial is expecting to see a 130 per cent increase in net profit after tax, as it releases indicative results for FY22–23, and CEO Keith Cullen believes the outlook...
Financial planning
The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy....
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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...