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Showing 21 - 25 of 25 results for "WT Financial"

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... Alliance Wealth (264), and Capstone Financial Planning (262). Synchron, which is set to be acquired by ASX-listed WT Financial Group (WTL), lost 45 advisers between March 17 and the end of 2021. Combining its forces with WTL will amount to more than ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
ASX-listed WT Financial Group (WTL) is set to acquire Synchronised Business Services for $8 million. The transaction will create one of the country's largest non-aligned dealer groups with more than 600 advisers and $16 billion in funds under advice. ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
WT Financial Group (WTL) reported a huge loss in FY21 as a result of its restructuring efforts. While revenue grew 6% to $13.6 million, WTL recorded a $3.3 million loss, down from $594,000 in FY20. This is a result of one-off write-downs and provisions ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... 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.

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books. WT Financial Group (WTL) announced today that upon completing the takeover, it will have some 275 financial advisers across 200 practices. ...
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