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Showing 21 - 30 of 228 results for "Synchron"

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice groups at the start of 2024. In early 2021, there were as many as 20,667 advisers. ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... $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
... integration. Insignia 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 ...

Consultation paper released on aligning super payments with wages

ANDREW MCKEAN  |  MONDAY, 9 OCT 2023
The government has released a consultation paper today, inviting stakeholders to provide feedback on a proposed framework to synchronise superannuation payments with wages. The Securing Australians' Superannuation consultation paper also seeks feedback ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ...

Sequoia hires chief operating officer

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2023
... arrive from WT Financial Group where he served as head of legal and regulatory affairs, having held a similar role with Synchron prior to its acquisition; Sequoia saying this will have him well prepared for the new gig. "Justin is known for his proven ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of experience on average, while those at Count Financial and Lifespan have 14.8 years and 16.5 years ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... third-largest life insurer in Australia, according to Plan for Life data. Most recently, Harrison served as chair of Synchron, a role he took up in 2011 and held until the group's acquisition by WT Financial Group in 2022. His involvement with Synchron ...