Search Results | Showing 21 - 30 of 228 results for "Synchron" |
| | | ... 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. ... |
| | | | ... $23 billion in funds under advice and $470 million of in-force premiums. This is across Wealth Today, Sentry Advice, Synchron, and Millennium3. |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
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