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Showing 1 - 10 of 19 results for "Wealth Today"

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... Financial Group is currently home to five entities, including Vesta Wealth Partners; Millennium3 Financial Services; Wealth Today; Sentry Advice; and Synchron Advice.

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... both clarity and purpose to their decisions," Chisholm said. "The role of quality advice has never been more vital. Wealth today is about more than numbers on a balance sheet; it's about understanding family priorities and building a legacy that ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... springboard for growth." WTL has about 400 privately-owned advice practices in its network that operate under its Wealth Today, Sentry Advice, Synchron Advice and Millennium3 subsidiaries. Merchant Wealth is a New York-based private investment firm that ...

Acquisitions boost WT Financial Group results

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... practices joined WTL, adding about $5 billion to funds under advice (FUA). The WTL advice networks, which also comprises Wealth Today, Sentry Advice, Synchron Advice, had more than $23 billion in FUA at the end of 2023. "We've remained confident ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... and Netwealth's combined market capitalisation is now equivalent to AMP, Insignia, IRESS, Link, Bravura, Count, Wealth Today, Centrepoint, and Sequoia. "Having a technology-focused business without historical baggage is a clear advantage," Finura ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... Financial Group has about $23 billion in funds under advice and $470 million of in-force premiums. This is across Wealth Today, Sentry Advice, Synchron, and Millennium3.

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... currently services the M3 network primarily via a centralised support group. WTL supports its Sentry, Synchron and Wealth Today cohorts similarly via its Wealth Adviser hub. Additionally, WTL stated that the groups' share policies, processes, and ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
... different needs, therefore, being able to cater how you service them is key," she said. "Unsurprisingly, most of the wealth today in Australia sits with the Baby Boomers, and that's why it's so important to keep these retiring investors happy ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... 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 ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... 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.
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