Keith Cullen

Financial planning

Synchron snapped up by WT Financial Group

WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million. ...

Financial planning

WTL Financial Group posts $3.28m loss

The accounting for one-off write-downs and provisions of $2.89 million have contributed to a net profit after tax loss of $3.28 million....

Features

InFocus: Climbing up the ranks

Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....

Financial planning

WT Financial Group looks to more acquisitions

The group that just acquired Sentry is looking to continue its expansion to become one of the biggest mid-tier independent financial planning groups by organic growth and...

Financial planning

PY numbers still not enough to sustain industry

Despite 400 new entrants doing their professional year, this number is far below what is required to sustain the industry....

Financial planning

Adviser loss drastically outpacing PY entrants

The amount of new professional year entrants is less than a tenth of the total amount of advisers that have exited the industry this year. ...

Features

The importance of being ‘on the front foot’

As a part of its new series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. This month, MM ...

Financial planning

Dealer groups uncertain on amount of Professional Year participants

There are only 68 eligible New Entrant Registrations from licensees, but the industry has concerns over how many adviser graduates are doing their Professional Year and i...