With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....
WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee...
Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial....
Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is bei...
WT Financial lost seven advisers over the past week but overall adviser numbers have welcomed a third consecutive week of double-digit growth....
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....
Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...
Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of QAR legislation as a “ticking time bomb” i...
Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the cur...
The heads of two financial advice licensees have joined the board of the Financial Services Council as it looks to deepen its engagement with the space and strengthen its...
Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2...
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...
Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm. ...
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...
Inorganic growth is the trend of the day for licensees as multiple chief executives indicate how they intend to grow their businesses in 2024. ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...