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Showing 1 - 10 of 11 results for "Wealth Today"

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.

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... 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 ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... 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 partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
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 ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... 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 ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
... 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 ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... 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 ...

Spring FG acquires $200m dealer group

ALEX BURKE  |  MONDAY, 18 DEC 2017
... 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 ...

Austock Life appoints former senior BT executive

MARK SMITH  |  TUESDAY, 20 AUG 2013
... 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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