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Showing 1 - 7 of 7 results for "Synchron Advice"

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) ...

Synchron announces LIF tech and referral arrangements

ALEX BURKE | TUESDAY, 23 FEB 2016

... due to a reduction in income," Synchron director Don Trapnell said. "We have made SyncAdvsr available to every Synchron advice business as part of the Synchron suite of services and we expect it to not only improve business efficiencies, but to also ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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