The growing privately licensed universe now makes up almost two-thirds of licensees. According to Adviser Ratings, in the last five years, there have been numerous changes to the makeup of the advice
Bermudian-based West Hamilton Holdings Limited, the BSX-listed property holding company, has a new major shareholder.
The change comes after a transaction between Somers Limited, a financial services .
Advice firms appear to be more comfortable taking on new advisers, new research has revealed. The latest statistics from Wealth Data have revealed an ongoing, strong growth in provisional advisers
WT Financial Group’s acquisition of Synchron and Sentry Group has created over $100 million in revenue in FY22. Synchron contributed around a third of the total despite only being in the company 10 weeks of the financial year.