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Showing 31 - 40 of 228 results for "Synchron"

Uptick in adviser numbers: Research

KARREN VERGARA | WEDNESDAY, 3 MAY 2023

... non-aligned segment fell by just 6%. Overall, there are 10,315 active non-aligned advisers comprising 64% of the sector. Synchron Advice is the largest non-aligned licensee with 295 advisers and $4.2 million in funds under advice. Alliance Wealth (279) ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON | FRIDAY, 13 JAN 2023

... is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia Financial is the largest with a combined 1342 advisers ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON | THURSDAY, 29 SEP 2022

... advisers have been added to the register. By licensee, the groups that saw the biggest drop in numbers during the month were Synchron (29), Ord Minnett (16) and Charter Financial Planning (12). The 882 existing advisers that had qualified for the nine-month ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI | WEDNESDAY, 28 SEP 2022

... priority list for several firms, WT Financial Group (WTL) being one. In 2021 it acquired Sentry Group and earlier this year Synchron. WTL managing director Keith Cullen agrees scale is an important part of growth. "One thing we've been able to do ...

Acquisitions underpin WT Financial Group results

CASSANDRA BALDINI | TUESDAY, 27 SEP 2022

... acquisitions. WTL managing director Keith Cullen attributed the positive results to its B2B restructure and the acquisition of Synchron and Sentry Group. He said when you invest $20 million in acquisitions then you probably want it to reflect in your ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI | WEDNESDAY, 14 SEP 2022

Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ...

CPI rises, IMF lowers global outlook

ANDREW MCKEAN | WEDNESDAY, 27 JUL 2022

Australia's annual CPI inflation grew to 6.1% in the June quarter, slightly below the consensus forecast of 6.3%. Consumer prices rose 1.8% this quarter, again less than the 1.9% forecast. "Annual CPI inflation increased 6.1% in the June quarter ...

Yellen forebodes stagflation risks

ANDREW MCKEAN | THURSDAY, 19 MAY 2022

In Bonn, Germany, US secretary of the treasury Janet Yellen has called the global economic outlook challenging and uncertain; stagflation effects have depressed output and spending, she added. Yellen said the US understood when Russia invaded Ukraine ...

3000 advisers left industry last year

ELIZABETH MCARTHUR | WEDNESDAY, 13 APR 2022

... Planning is the largest advice licensee with 588 financial advisers, ahead of second place Morgans Financial with 452 and Synchron with 371. IOOF has more advisers overall, with 1490 financial advisers registered, meaning it has more advisers than AMP. ...

Adviser numbers close in on 17k

KARREN VERGARA | FRIDAY, 18 MAR 2022

... Count Financial (278), Interprac Financial Planning (267), 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. ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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