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PAUL BARRETT
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....
Financial planning
Paul Barrett’s AZ NGA has acquired another financial planning business, this time Farrow Hughes Mulcahy Financial Services. ...
Accounting
Paul Barrett’s Italian-backed AZ Next Generation Advisory has expanded its strategy into accounting with a new acquisition....
People & Products
The Paul Barrett-led AZ NGA has appointed Adrian Ashton as its general manager of financial planning, starting today....
Financial planning
Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....
Financial planning
Paul Barrett’s AZ Next Generation group has acquired another planning practice - Chatswood-based Priority Advisory Group....
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Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...
Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...