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March 1, 2024
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 achieve organic growth.
December 16, 2023
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers.
February 22, 2023
The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy.
March 16, 2022
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 planning group in the country by adviser numbers.