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WT FINANCIAL GROUP
Financial planning
With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....
Financial planning
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...
Financial planning
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....
Features
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...
Financial planning
WT Financial lost seven advisers over the past week but overall adviser numbers have welcomed a third consecutive week of double-digit growth....
Financial planning
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....
Financial planning
Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...
Financial planning
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...
Financial planning
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...
Financial planning
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...
Financial planning
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...
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...
People & Products
Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm. ...
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...
Financial planning
Inorganic growth is the trend of the day for licensees as multiple chief executives indicate how they intend to grow their businesses in 2024. ...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....