Investor Media
IFA explores WT Financial Group’s evolving thinking on succession planning, with Keith Cullen highlighting the advantages of early mergers over the traditional practice sale model.
IFA
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Professional Planner covers WT Financial Group’s shift from a variable licensee fee structure to taking equity stakes in advice practices through a new joint venture with Merchant Wealth Partners.
Professional Planner
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Financial Newswire covers Merchant Wealth Partners’ entry into a joint venture with WT Financial Group, providing ‘patient capital’ to support the growth of financial advice businesses across Australia.
Financial Newswire
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Financial Standard reports on Keith Cullen’s appointment as managing director of Investco, a joint venture between WT Financial Group and Merchant Wealth Partners. The entity plans to invest in “hub entities” (Hubcos), representing high-revenue practices or groups of practices.
Financial Standard
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Money Management reports on WT Financial Group’s joint venture with Merchant Wealth Partners, forming WTL & MWP Investco Pty Ltd to provide strategic growth capital to high-potential financial advice practices across Australia. The article also highlights the appointment of David Haintz as executive director, a seasoned leader with extensive experience in financial planning and advisory services.
Money Management
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Money Management covers WT Financial Group’s joint venture with Merchant Wealth Partners, launching WTL & MWP Investco Pty Ltd to provide strategic growth capital to high-potential financial advice practices across Australia, with Keith Cullen appointed as managing director.
Money Management
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IFA covers WT Financial Group’s new joint venture with Merchant, a New York-based capital investment firm, aimed at providing long-term investments to support the growth of entrepreneurial advice practices.
IFA
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In this episode of The ifa Show, host Keith Ford is joined by WT Financial Group’s Managing Director, Keith Cullen, to break down the government’s recent adviser education reform announcement. They discuss what these changes mean for the industry and why a pragmatic approach is essential in creating pathways to bring in new advisers.
IFA
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Money Management covers WT Financial Group Managing Director Keith Cullen’s remarks that the firm is focusing inward for its M&A strategy, aiming to help its practices become “bigger, better, and stronger.”
Money Management
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Financial Newswire provides coverage on WT Financial Group, which has flagged a strong half-year result, with a 33.5% increase in underlying revenue and a 35.8% rise in Net Profit Before Tax.
Financial Newswire
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Professional Planner reports that WT Financial Group CEO Keith Cullen attributes the firm’s expected 33.5% revenue increase to a focus on quality over quantity. Recently announced to the ASX, the group’s indicative 1H25 results show underlying revenue rising to $106.3 million, up from $79.6 million in the previous corresponding period.
Professional Planner
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