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Showing 1 - 10 of 15 results for "Wealth Today"

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... and Netwealth's combined market capitalisation is now equivalent to AMP, Insignia, IRESS, Link, Bravura, Count, Wealth Today, Centrepoint, and Sequoia. "Having a technology-focused business without historical baggage is a clear advantage," Finura ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... Financial Group has about $23 billion in funds under advice and $470 million of in-force premiums. This is across Wealth Today, Sentry Advice, Synchron, and Millennium3.

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... currently services the M3 network primarily via a centralised support group. WTL supports its Sentry, Synchron and Wealth Today cohorts similarly via its Wealth Adviser hub. Additionally, WTL stated that the groups' share policies, processes, and ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
... different needs, therefore, being able to cater how you service them is key," she said. "Unsurprisingly, most of the wealth today in Australia sits with the Baby Boomers, and that's why it's so important to keep these retiring investors happy ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... write-downs and provisions totalling $2.9 million. WTL commenced its restructuring program in 2018 with the acquisition of Wealth Today, which holds an AFSL and provides dealer group services to financial advisers such as licensing, risk management ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... Toledo was a representative of Sentinel between March 2014 and September 2017. Prior to that, he was employed at Wealth Today, which is owned by WT Financial Group, between February 2012 and April 2014.

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... Oakley in response to the Hayne Royal Commission. It currently works with licensees such as Interprac, GPS Wealth and Wealth Today. Fourth Line chief executive David Travers said: "Our experience has identified that the best quality advice occurs when ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... complete on July 19. WTL was founded by managing director Keith Cullen, who will lead the new firm. WTL operates Wealth Today, which provides dealer group services and Spring Financial Group, which operates SFG Private Wealth, Spring FG Funds Management ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... appropriate for his clients' objectives. Lewis worked with a number of AFSLs throughout his career, starting with Wealth Today in October 2010 to January 2012. From there he was an authorised representative of GWM Adviser Services, which is owned by ...
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