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 ...
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...
The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy....
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....
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....
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...
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 ...
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. ...
WT Financial Group has announced that Sentry’s chair and substantial shareholder, Michael Harrison, has been appointed as its new non-executive director....
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...
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....
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...
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...