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Showing 1 - 10 of 11 results for "Synchron Advice"

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... five entities, including Vesta Wealth Partners; Millennium3 Financial Services; Wealth Today; Sentry Advice; and Synchron Advice.

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... The five AFSLs that attracted the most advisers were Alliance Wealth, InterPrac, Lifespan Financial Planning, Synchron Advice and RI Advice. On the other hand, AMP Financial Planning, which is now part of Entireti's Akumin, Merit Wealth and Madison ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... 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 forces with Coastal ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... (321), Charter Financial Planning (296), Lifespan Financial Planning (290), Consultum Financial Advisers (273), Synchron Advice (258), and Ord Minnett (254) comprise the top 10. Rainmaker data shows AMP FP has long led the pack in terms of employing ...

Acquisitions boost WT Financial Group results

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... 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 advice profession ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... AFSL in FY24. The five AFSLs attracting the lion's share were Alliance Wealth, Interprac, Shaw and Partners, Synchron Advice, and Charter Financial Planning. Rainmaker calculated a total of 15,825 financial advisers registered with ASIC, down 1.6% ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice groups at the start of 2024. In early 2021, there were as many as 20,667 advisers. The population ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of experience on average, while those at Count Financial and Lifespan have 14.8 years and 16.5 years respectively. ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... have 495 at the end of the period. However, it continues to hold the largest number of advisers in its books. Synchron Advice lost the most advisers, a net of 90 left the firm, ending the financial year at 268. Before it was acquired by WT Financial ...

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) ...
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