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PAUL BARRETT
Financial planning
Two financial advice businesses in the AZ NGA network have merged to form a multidisciplinary firm with some 20 advisers and 2,500 clients across two states....
Financial planning
AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to acc...
Financial planning
AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level” through further M...
Financial planning
Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notab...
Financial planning
AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of...
Financial planning
Two financial advice businesses are to merge in a bid to create a multidisciplinary professional services firm as part of AZ NGA’s “super firm” strategy....
Financial planning
AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...
Financial planning
AZ NGA has acquired an outsourced HR company, the latest step in its horizontal integration strategy to be involved in each component of the adviser supply chain. ...
People & Products
AZ Next Generation Advisory has recruited Countplus chief operating officer, Graham McGeagh, to drive expansion plans....
People & Products
AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, marking the 10th deal in as many years for the holistic advisory firm....
Financial planning
AZ Next Generation Advisory has announced the acquisition of RI Newcastle and Lower Hunter in the New South Wales Hunter Region....
Financial planning
AZ NGA has acquired a strategic stake in self-licensed Melbourne-based advisory firm Cranage Financial Group. ...
Financial planning
There are quality assets for sale in the financial advice space, according to AZ Next Generation Advisory, and competition is set to increase until the educational standa...
Financial planning
Paul Barrett-led AZ NGA has confirmed a licensing arrangement with Fortnum to cover AZ NGA advice practices impacted by licensee close-downs....
People & Products
AZ Next Generation Advisory has moved to acquire planning firm, Wealthmed Australia....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...