WEALTH TODAY

People & Products

Further acquisitions remain a possibility for WT Financial as it finalises the integration of Synchron, Sentry and Wealth Today and announces its full-year results....

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Features

Following the acquisition of Synchron, WT Financial Group has said it is set to become Australia’s third-largest adviser group by adviser numbers, writes Oksana Patron....

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Financial planning

WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...

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Financial planning

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....

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Financial planning

Centrepoint’s acquisition of Clearview’s advice business will create a new combined entity that will be one of the largest financial planning groups in the country in ter...

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People & Products

WT Financial Group has announced that Sentry’s chair and substantial shareholder, Michael Harrison, has been appointed as its new non-executive director....

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Features

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

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Financial planning

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...

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Financial planning

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

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Financial planning

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. ...

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Financial planning

Wealth Today saw a reduction in new business revenue for many advisers between February and May due to the economic uncertainty and downturn from the pandemic....

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Financial planning

Wealth Today’s parent company, ASX-listed WT Financial Group, sees potential for further improvement on costs side upon completion its exit of surplus office space progra...

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People & Products

Managed discretionary account provider Implemented Portfolios Limited has entered into agreement with adviser group Wealth Today to provide individual managed accounts. ...

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Features

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 ...

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Financial planning

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...

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