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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.
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers.
The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy.
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.