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Showing 1 - 3 of 3 results for "Select Advice"

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... founder and practice vendor shareholders. WT Financial has already progressed its second and third Hubco investments, Select Advice Group and Life Sumo. It has a number of further Hubco opportunities in the pipeline and is in discussions with multiple ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... further agreement to acquire accounting firm Fusion Partners. Following the establishment of the second Hubco entity, Select Advice, the initiative continues to progress several acquisitions including Legacy Planning with multiple additional opportunities ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... acquisitions. In addition to the acquisition, Investco announced the establishment of a second Hubco, containing Select Advice Group and Newleaf Tailored Financial Solutions. Both practices will be acquired by Hubco2 as foundation practices. Investco ...
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