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Showing 1 - 10 of 17 results for "WT Financial"

Acquisitions boost WT Financial Group results

KARREN VERGARA | TUESDAY, 13 AUG 2024

Major acquisitions, including the takeover of Millennium3, helped WT Financial Group (WTL) boost performance in the 2024 financial year. Releasing preliminary results this morning, WTL founder and managing director Keith Cullen said revenue for the ...

FSC expands financial advice membership

KARREN VERGARA | WEDNESDAY, 24 APR 2024

... adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement will see the licensees contribute to the FSC's policy ...

Adviser numbers plateau

KARREN VERGARA | THURSDAY, 18 APR 2024

... their merger. Last year, major mergers and acquisitions included Insignia Financial selling Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. Count finalised its takeover of Diverger last month.

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON | THURSDAY, 25 JAN 2024

... advisers in the quarter. While it was primarily due to the sale of Millennium3, which saw more than 150 transfer to WT Financial, a further 27 were lost because of businesses sold or exiting.

Adviser numbers stable at 15,650

KARREN VERGARA | MONDAY, 15 JAN 2024

... marked by several mergers and acquisitions during 2023. Insignia Financial handed over Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. WTL acquired Synchron in 2022 and now has about $23 billion in funds ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON | MONDAY, 11 DEC 2023

Just weeks after the acquisition was announced, Insignia Financial and WT Financial Group have finalised the transfer of Millennium3, adding 75 practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI | TUESDAY, 21 NOV 2023

WT Financial Group (WTL) will acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the ...

Sequoia hires chief operating officer

JAMIE WILLIAMSON | TUESDAY, 8 AUG 2023

... officer at Praemium is starting a new gig with Sequoia Financial Group, alongside two other new hires from ASIC and WT Financial Group. Martin Morris will commence as the wealth group's chief operating officer on August 21, bringing more than three ...

FY23 farewells 700 advisers

KARREN VERGARA | FRIDAY, 14 JUL 2023

... 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 Group, Synchron had 422 advisers at the end of 2021. Charter Financial Planning had 306 advisers, down 56 from 362 in FY22. ...

Farewell Michael Harrison

JAMIE WILLIAMSON | MONDAY, 22 MAY 2023

... recently, Harrison served as chair of Synchron, a role he took up in 2011 and held until the group's acquisition by WT Financial Group in 2022. His involvement with Synchron stretches back to 2007, when he began consulting on strategy and marketing ...

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Keystone Asset Management to be wound up

JAMIE WILLIAMSON

Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund.

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN

Alan Oster will retire from NAB after 32 years in the chief economist role, with Sally Auld set to replace him - creating another open position at JBWere.

Praemium partners to bring structured products to HNWIs

MATTHEW WAI

Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients.

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN

The global asset manager's private credit income fund will now be available to Australian wholesale investors.

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