AZ NGA

Financial planning

AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...

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....

People & Products

Professional services firm AZ NGA has bolstered its executive team with the creation of an executive general manager role, who will join from HUB24 in July....

Features

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...

Financial planning

Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...

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

Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices...

Features

2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers. ...

Financial planning

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 advi...

People & Products

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...

Financial planning

Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....

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. ...

Financial planning

Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading...

Financial planning

AZ Next Generation Advisory is to acquire a stake in The Wealth Designers as the Perth advice business seeks to have an office in every Australian capital city. ...

Financial planning

Financial advice firms Priority Advisory Group and Wise Planners are to merge to create a multi-disciplinary professional services firm in Sydney....

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

14 hours ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

16 hours ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

17 hours ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago