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Showing 1 - 5 of 5 results for "Sentry Advice"

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... growth." WTL has about 400 privately-owned advice practices in its network that operate under its Wealth Today, Sentry Advice, Synchron Advice and Millennium3 subsidiaries. Merchant Wealth is a New York-based private investment firm that recently joined ...

Acquisitions boost WT Financial Group results

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... adding about $5 billion to funds under advice (FUA). The WTL advice networks, which also comprises Wealth Today, Sentry Advice, Synchron Advice, had more than $23 billion in FUA at the end of 2023. "We've remained confident that the outlook for the ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... has about $23 billion in funds under advice and $470 million of in-force premiums. This is across Wealth Today, Sentry Advice, Synchron, and Millennium3.

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... which grew by 38. The growth numbers were much lower than the losses, demonstrating the contraction of the sector. Sentry Advice managed to pick up 32 advisers, Nextplan grew by 28, Aware Financial Services gained 26 and Insight Investment Services doubled ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups to have welcomed Dover advisers since 1 June. These licensees have ...
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