WT/Merchant JV fund 3 advice practice roll-up
7 April 2025WT Financial has leveraged its joint venture with Merchant Wealth Partners to fund the roll-up of three advice practices into a new entity.
WT Financial has leveraged its joint venture with Merchant Wealth Partners to fund the roll-up of three advice practices into a new entity.
Financial advisers have been looking for respite from the cost of the ASIC and CSLR levies but the Budget papers portray a grim outlook.
Competition has remained hot between licensees to attract both financial planning practices and good financial advisers.
In circumstances where as many as four in 10 clients are rethinking the affordability of their cover, life insurers see advisers as vital.
Private equity has become the dominant factor in underwriting mergers and acquisitions activity across the wealth management sector.
WT Financial group has looked to a JV with PE player Merchant to fund further growth across its financial planning network.
Financial advice is at an inflection point which will provide the opportunity for financial advisers to be at the top of the food chain.
The number of financial advice micro-licensees has been growing but they still only account for about a third of advisers.
The development of ‘advice platforms’ has been predicted as a means of advice groups driving better deals from fund managers and platforms.
Off the back of its newly announced revised business model, Infocus has appointed two executives to support its refreshed service offering.
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