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Showing 1 - 2 of 2 results for "Select Advice Group"

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... 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 practices ...

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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