Trade Media | WT Financial Group

Professional Trade Media

2019 | 2020 | 2021 | 2022 | 2023 | 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

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

Read Article (External Link) »

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