Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

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

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 ...
PAGE:
1