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

Search Results

Showing 1 - 10 of 16 results for "WTL"

WT Financial Group welcomes first chief financial officer

MATTHEW WAI  |  THURSDAY, 9 APR 2026
The ASX-listed WT Financial Group (WTL) has welcomed its inaugural chief financial officer, who was integral in the execution of the company's Investco strategy. Michael Peters has been appointed to the newly created role and will accelerate its consolidation ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
The joint venture between WT Financial (WTL) and Merchant Wealth - Investco - has announced a fresh acquisition and the establishment of its second "Hubco". Titan Advice Group (TAG) - which was formed as the first Hubco in April - has announced the ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
... joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential financial advice firms across ...

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 ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... 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
... 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 under advice. ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... the nation's largest advice groups. "We're delighted to welcome the M3 cohort of practitioners and their support teams to WTL where they'll find an ideal home - one where we know they can and will flourish at this time of unprecedented opportunity for ...

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 ...
PAGE:
1
PREVIOUS
NEXT