AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the ...
Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the ...
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for ...
This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium ...
The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm ...
Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation ...
AZ NGA has acquired an outsourced HR company, the latest step in its horizontal integration strategy to be involved in ...
Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its ...
AZ Next Generation Advisory is to acquire a stake in The Wealth Designers as the Perth advice business seeks to ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
