Search Results | Showing 1 - 10 of 11 results for "Wealth Today" |
| | | ... write-downs and provisions totalling $2.9 million. WTL commenced its restructuring program in 2018 with the acquisition of Wealth Today, which holds an AFSL and provides dealer group services to financial advisers such as licensing, risk management ... |
| | | | ... Toledo was a representative of Sentinel between March 2014 and September 2017. Prior to that, he was employed at Wealth Today, which is owned by WT Financial Group, between February 2012 and April 2014. |
| | | | ... Oakley in response to the Hayne Royal Commission. It currently works with licensees such as Interprac, GPS Wealth and Wealth Today. Fourth Line chief executive David Travers said: "Our experience has identified that the best quality advice occurs when ... |
| | | | ... complete on July 19. WTL was founded by managing director Keith Cullen, who will lead the new firm. WTL operates Wealth Today, which provides dealer group services and Spring Financial Group, which operates SFG Private Wealth, Spring FG Funds Management ... |
| | | | Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ... |
| | | | ... appropriate for his clients' objectives. Lewis worked with a number of AFSLs throughout his career, starting with Wealth Today in October 2010 to January 2012. From there he was an authorised representative of GWM Adviser Services, which is owned by ... |
| | | | ... 12 months the firm has ambitions to add another 40 to 50 financial advisers to its recently acquired dealer group Wealth Today, taking it above the 100-adviser milestone. "Consumers will -for several years to come - now both consciously and sub-consciously ... |
| | | | ... a total of 63 dealer groups have taken on at least one former Dover adviser, with nine groups adding 10 or more; Wealth Today, Bluewater Financial Advisers, Capstone Financial Planning and Interprac have each taken on 14 or more. In the eight weeks since ... |
| | | | ... terms of the acquisition, Spring FG will pay a total consideration of $1.67 million to acquire all issued capital of Wealth Today, comprising a $200,000 cash payment plus the issuance of $956,000 worth of Spring FG shares and a two-year interest-free ... |
| | | | ... distribution manager. Scherini used work for Austock Life some years ago before joining Russell for three years and then Wealth Today as general manager of adviser services. "All three appointments follow us favouring seasoned people with backgrounds ... |
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