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WT FINANCIAL
Financial planning
The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....
Financial planning
Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession....
Financial planning
The head of one of Australia’s largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms prov...
Financial planning
With three years of M&A activity under its belt, WT Financial reflects on its recent acquisition of Millennium3 from Insignia and says it is now well positioned to achiev...
Features
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...
Financial planning
The diversified financial services group has entered a $2 million purchase agreement to acquire 100 per cent of a financial advice network owned by Insignia Financial....
Financial planning
Michael Harrison, non-executive director at WT Financial Group and former Sentry director, is set to retire from the firm with Chelsea Pottenger taking over....
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....
Financial planning
Looking at annual turnover statistics, Insignia has the highest annual adviser turnover rate of the big five licensees while Morgans has easily the lowest rate of turnove...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...