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| | ... the new year, spearheading the group's expansion plans. Graham McGeagh has been with Countplus since 2018 but will join AZ NGA as its chief operating officer in early 2022. In doing so, he will replace Paul Brain who recently took on additional responsibilities ... |
| | | Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ... |
| | | ... AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI Newcastle ... |
| | | ... acquisitions. The capital will be used as soon as possible to build scale and capacity to Cranage. The partnership will also see AZ NGA provide board, governance and management support. AZ NGA chief executive Paul Barrett said the transaction highlights ... |
| | | ... "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of the vertical integration model has opened up opportunities for cashed-up buyers. "In the next 12-24 ... |
| | | AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ... |
| | | According to recent data from the Workplace Gender Equality Agency, women hold 14.6% of chair positions, 28.1% of directorships and represent 18.3% of chief executives and 32.5% of key management personnel. Perhaps most concerning of all, only 0.4% ... |
| | | ... have a much higher chance of achieving organic growth if they specialise, as opposed to generalist practices, according to AZ NGA chief executive Paul Barrett. Speaking on a WealthO2 webinar, Barrett said advice firms need to structure their business ... |
| | | AZ NGA has acquired a wealth management firm in Melbourne as it signals plans to expand in Victoria. AZ NGA made a strategic investment in Matthews Steer Accountants and Advisors, a firm established in 1990 with six partners and 50 staff. "In Melbourne's ... |
| | | ... truly rise when the heat's on and that's what's happening." Barrett said that in the case of one transaction AZ NGA was negotiating as the pandemic struck, he watched the executive band together after the lockdown to reduce salaries and begin ... |
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