WT Financial

Financial planning

‘This isn’t like MAFS’: Merchant’s Haintz on successful advice M&A

Merchant Wealth’s David Haintz has described how the firm differs from the traditional private equity ventures jumping into Australia, and why M&A isn’t like Married at F...

Financial planning

WT Financial joint venture makes first ‘Hubco’ with advice trio

WT Financial’s new entity with Merchant, Investco, has entered into a heads of agreement to merge three financial advice firms. ...

Financial planning

Merchant director’s 35-year history in Australian advice

With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Aust...

Financial planning

WT Financial announces joint venture with US player

Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor....

Financial planning

Scaling up a ‘bigger, better and stronger’ advice network

WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...

Financial planning

WT Financial and Sequoia boost adviser numbers

The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia....

Financial planning

New entrants see lowest FY25 volume

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

What makes a successful advice practice?

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

WT Financial turns to organic growth following M3 acquisition

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

A year of M&A for licensees

2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...

Financial planning

WT Financial to acquire Insignia advice subsidiary

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

WT Financial non-exec director Harrison to depart

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

WT Financial sees advice opportunities on the horizon

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

Insignia tops annual turnover

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...