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Showing 31 - 40 of 106 results for "Barret"

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
AZ Next Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
AZ Next Generation Advisory completed its 31st transaction in just over two years with the acquisition of an advice practice previously licensed under Charter Financial Planning. Farrow Hughes Mulcahy (FHM) currently employs eight advisers who specialise ...

Advice network buys into accounting industry

ALEX BURKE  |  MONDAY, 15 MAY 2017
An advice network nearing $5 billion in assets under management is now taking on the accounting sector with the acquisition of a full-service accountancy firm. AZ Next Generation Advisory recently acquired Peters and Partners, a firm established in ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
AZ Next Generation Advisory's acquisition of a Cairns-based financial advice practice brings the firm's total assets under management to about $5 billion. The binding purchase agreement with Menico Tuck Parrish Financial Services (MTPFS), established ...

New sales chief for State Street platform

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2017
State Street fortified its APAC Currenex team with the appointment of a new Australian vice president, head of sales. Scott Johnson joins the Currenex team and will be responsible for delivering customised access to liquidity sources to corporates ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
1. Wealth division overhauled in latest NAB restructure Three members of NAB's executive leadership team left the company in July following an extensive organisational restructure which saw wealth management and personal banking brought under the same ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
AZ Next Generation Advisory has acquired a Perth based financial planning firm and revealed plans to establish a 'Next-Generation Eco-system.' AZ Next Generation Advisory (AZ NGA) has signed a binding sale and purchase agreement to acquire On-Track ...

AZ NGA subsidiary makes first acquisition

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2016
AZ NGA subsidiary Logiro has acquired a Queensland advice practice. The advisory firm, which partnered with AZ NGA three months ago, has nearly doubled its size with the purchase of Aspire Strategic Retirement Specialists (Aspire). Aspire services more ...

Macquarie cops fine over van Eyk

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
Macquarie Group has been fined by ASIC following its admission to the mismanagement of the van Eyk Blueprint International Shares Fund (VBI Fund). On Tuesday, the NSW Supreme Court ordered Macquarie Investment Management (MIM) to pay $400,000 to the ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
AZ Next Generation Advisory (AZNGA) subsidiary, Wise Planners, has entered an agreement to acquire 100% of the shares of a Sydney based firm. Wise Planners will acquire Domane Financial Advisers (DFA), based in St Leonards. The firm advises over 1000 ...