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Showing 1 - 10 of 16 results for "WT Financial Group"

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

... 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 development ...

Adviser numbers plateau

KARREN VERGARA | THURSDAY, 18 APR 2024

... 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.

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

... 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 decades ...

FY23 farewells 700 advisers

KARREN VERGARA | FRIDAY, 14 JUL 2023

... 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. Morgans ...

Farewell Michael Harrison

JAMIE WILLIAMSON | MONDAY, 22 MAY 2023

... 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 for the ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI | WEDNESDAY, 28 SEP 2022

... another question," he said. The drive to build scale does sit high on the priority list for several firms, WT Financial Group (WTL) being one. In 2021 it acquired Sentry Group and earlier this year Synchron. WTL managing director Keith Cullen agrees ...

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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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