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Coastal Advice Group acquisitions bring FUM to $1bn

financial-advice/M&A/NSW/

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia.

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Bravura appoints APAC and EMEA CEOs

Bravura/ceo/APAC/Software/

Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions.

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How to ‘supercharge’ an advice business

AZ-NGA/M&A/mergers-and-acquisitions/

This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advice proposition.

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Crunching the numbers on the tripartite Australian Unity deal

Wealth-Data/adviser-numbers/australian-unity/AZ-NGA/Fortnum/Colin-Williams/

The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable fit”, according to Wealth Data.

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