Professional Trade Media

Keep up to date with WT Financial Group.

Keep up to date with WT Financial Group.

Professional Trade Media


2019 | 2020 | 2021 | 2022 | 2023 | 2024 |

IFA Magazine Podcast

Keith Cullen joins the IFA Magazine Podcast to discuss the recent passage of the first Delivering Better Financial Outcomes bill and the need to expand the advice profession.

IFA

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July 10, 2024

‘Huge victory for common sense’: Advice sector gets DBFO win

The first Delivering Better Financial Outcomes bill has passed the Senate after the government bowed to industry pressure and amended controversial changes to s99FA of the Superannuation Industry (Supervision) Act.

Professional Planner

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July 4, 2024

‘Broad brush slur’: Broader profession unites against SMC

The Super Members Council has drawn the ire of the financial advice community after it used “inflammatory and inaccurate language” to label advisers as “dodgy”.

IFA

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June 14, 2024

The ‘ticking time bomb’ of the first QAR tranche

Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of the Quality of Advice Review (QAR) as a “ticking time bomb”.

  Money Management

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June 13, 2024

Advisers join campaign to protest government’s mishandling of key matters

Advisers are coming together to protest the government’s handling of key legislative and regulatory matters directly impacting the costs and availability of financial advice.

IFA

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June 5, 2024

Absent a vision for the future, insurance is an industry in run-off

The Australian life insurance sector is at a crossroads. Urgent structural reform driven by a vision for the future is critical for its survival and for the protection of Australian families.

IFA

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May 27, 2024

WT expects adviser increases but practice consolidation

After a busy time which saw a number of mergers and acquisitions across advice firms, or attempted buys of peer groups at the licensee level, the market will see more consolidation within “like-minded practices” in those advice groups.

Professional Planner

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May 10, 2024

‘Imperative’ that advice is represented properly through FSC

According to the newest members of the FSC board, advice networks having a “seat at the table” is a positive development for the profession.

IFA

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April 26, 2024

FSC expands financial advice membership, adds new directors

The Financial Services Council says it will strengthen its “advocacy on advice issues” with its expanded membership cohort.

IFA

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April 23, 2024

Can advisers make a return to risk advice?

The head of a national licensee says that advisers need to “re-embrace personal risk insurance”.

IFA

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September 6, 2023

Wealth Today growing practices, not ‘chasing advisers’

Despite reporting an indicative 57 per cent annual increase in revenue, WT Financial Group will maintain its focus on driving further growth with the practices in its network rather than “chasing” more advisers.

Professional Planner

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August 8, 2023

Advisers short-selling themselves by up to 50%: WT Financial

As a profession, advisers are significantly short-selling themselves, with many deterred by research around how much people are willing to pay for advice, according to WT Financial.

  Money Management

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August 8, 2023


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