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Showing 1 - 10 of 100+ results for "Synchron"

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. ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
The Financial Planning Association holds the lion's share of membership as nearly 40% of advisers report they are part of the professional body. Some 38% or 7239 active advisers on ASIC's Financial Adviser Register are members of the FPA based on the ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... the country's largest non-aligned dealer groups with more than 600 advisers and $16 billion in funds under advice. Synchron co-founders Don Trapnell and John Prossor will assume new roles and receive a shareholding in WTL. Trapnell will become chair ...

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
... government's regulatory backflip, which floated the idea that the industry can operate under a principles-based regime. Synchron general manager of compliance Phil Osborne said the proposed framework put forth by Senator Jane Hume "should be considered ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Centrepoint Alliance group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director Don Trapnell. LifeBid has not launched its technology solution to financial advisers yet, but it is accepting registrations ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
Synchron added a new state manager to its network to cover South Australia and Northern Territory. Emma Crothers joins as the South Australia and Northern Territory state manager, based in Adelaide. She most recently ran her own consultancy Fusion Practice ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
Financial advice dealer group Synchron has appointed a general manager, compliance. Phil Osborne took on the position from February 1. He has been working with Synchron as a compliance consultant since July 2021. He reports directly to the Synchron ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The exit of 807 advisers during the Christmas and New Year break leaves the total population close to dipping below the 18,000 mark. There are currently 18,015 practising financial advisers left, according to Rainmaker's modelling of the ASIC Financial ...
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