Search Results | Showing 71 - 80 of 101 results for %22AZ Next Generation Advisory%22 |
| | | AZ Next Generation Advisory subsidiary Pride Advice has acquired Bailey Capital Management (BCM). Based in Adelaide, BCM has over 400 clients representing $97 million in funds under advice. It advises on retirement planning, investments, insurance ... |
| | | | 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 ... |
| | | | ... Australia through the financial advice market in 2014, announcing a partnership with the Paul Barrett-led AZ Next Generation Advisory (AZ NGA). The new partnership came via Azimut's Luxembourg-based holding company AZ International Holdings, and will ... |
| | | | ... the company is gaining significant traction with distribution partners. I'm looking forward to being part of the next generation of financial advice," Capra said. "With a long history in financial services including roles in finance, technology and operations ... |
| | | | 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 ... |
| | | | ... took the advice reins at ANZ in 2014 following the departure of Paul Barrett, who has since formed AZ Next Generation Advisory. Younger was responsible for the operations of ANZ Financial Planning and all aligned dealer groups. Prior to ANZ, Younger ... |
| | | | AZ Next Generation Advisory has acquired its eighth financial advice practice, the second from the RI Advice Group. AZ NGA's latest acquisition is Empowered Financial Partners, established in 1994 as Williamstown Financial Services and manages $134 ... |
| | | | 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 ... |
| | | | 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 Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of ... |
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