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Showing 71 - 80 of 249 results for "A shares"

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 ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
AZ Next Generation Advisory has acquired a Brisbane advice group which manages $130 million in client funds. Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning ...

MSCI delays China A shares inclusion in indices

MARK SMITH  |  FRIDAY, 17 JUN 2016
Global index provider MSCI has delayed including mainland China-listed equities, known as A shares, in its MSCI Emerging Markets Index. Over recent months Chinese authorities have introduced significant improvements in the accessibility of the China ...

AZ NGA signs twelfth firm

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
AZ Next Generation Advisory has signed a binding sale and purchase agreement to acquire the entire capital of its twelfth firm. Sterling Planners was established in 1997 and currently services clients from North Sydney. The firm offers clients a full ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ...

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
AZ Next Generation Advisory has acquired its third CBA-aligned practice. Wealthwise was established in 1986 by Jamie and Sheila Luxton, has $380 million in funds under advice and employs 32 staff, including 14 advisers, six paraplanners and nine client ...

AZ NGA acquires seventh practice

ALEX BURKE  |  TUESDAY, 15 DEC 2015
AZ Next Generation Advisory has made its seventh acquisition, purchasing a Toowoomba-based practice. Part of the RI Advice Group, RI Toowoomba was established in 1992 and has $260 million in funds under advice. As with AZ NGA's previous acquisition ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
Paul Barrett's AZ Next Generation Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
AZ Next Generation Advisory (AZ NGA) has acquired a 51% ownership stake in Financial Lifestyle Partners (FLP), bringing the firm's total assets under management to $1 billion. After being established by former ANZ managing director of advice and distribution ...

Australia stocks tumble on commodity falls

AAP  |  THURSDAY, 9 JUL 2015
The Australian share market has tumbled more than one per cent amid concerns about a continued fall in commodities and a weak lead from Wall Street. Iron ore prices in China plunged to a fresh six-year low overnight, falling more than 10 per cent to ...