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July 28, 2022
WT Financial Group managing director Keith Cullen has established multiple companies, overseen nine acquisitions and had his fair share of ASX dealings. Through all of it, he maintains a simple mantra - business is just business. Cassandra Baldini writes.
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.
March 15, 2022
WT Financial will become the new wealth giant, with funds under advice in excess of $16 billion, following its acquisition of Synchron. Wealth manager WT Financial Group (WTL) announced on Tuesday t
March 15, 2022
WT Financial Group is confident of future demand in the risk advice industry, backing Synchron’s future with a deal that could be worth up to $13 million, dependent on Synchron retaining advisers and revenue.
March 14, 2022
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.
March 14, 2022
ASX-listed WT Financial Group will become Australia’s third largest financial adviser after it acquires rival Synchron for $8 million.
September 22, 2021
Poder y Dinero Plano Informativo, único periódico de San Luis Potosí, SLP que actualiza las noticias más relevantes en el instante en que suceden
April 6, 2021
Net change advisers roles (licence owners > 50 current advisers) Source: HFS Consulting Colin Williams, director at HFS, told Money Management that the losses at IOOF and MLC would be very worrying across the board as they were building a momentum of their own which would be hard to stop in the short term. “Another issue will be the number of advisers who may drop out due to not completing the FASEA exam,” he said. “The latest figures out of FASEA are not encouraging and those losses c...
March 9, 2021
Could the adviser exodus be turning around? Could the adviser exodus be turning around? There were positive signs for the advice industry as February came to a close, with the number of advisers joining the industry matching that of adviser exits for the first time this year, according to data from Adviser Ratings. A A Sharing the latest adviser movement statistics, Adviser Ratings founder Angus Wood noted that just two advisers had ceased their authorisations in the week to 25 February, while ...