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Showing 1 - 10 of 37 results for "AZ Next Generation Advisory"

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
AZ Next Generation Advisory acquired a minority stake in Cranage Financial Group to assist in building scale. Cranage Financial Group is a self-licensed advisory firm with $300 million in funds under management, $2 million in annual in-force life insurance ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... of "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 NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
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 ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
... who either have pre-approved lines of liquidity or directly hold enough cash to pick up practices. AZ Next Generation Advisory chief executive Paul Barrett said his firm is taking note of practices which stand-out despite the many competing distractions ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven ...

FPA fines Henderson $50k

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... paraplanners. He offered to refund McKenna about $5000 for the service. Two months after the Commission, AZ Next Generation Advisory confirmed Henderson Maxwell would merge with Adelaide-based Pride Advice after Henderson exited from the financial advice ...

AZ NGA merges embattled advice firm

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
AZ Next Generation Advisory confirmed Henderson Maxwell will merge with Pride Advice following Sam Henderson's exit from the financial advice industry. A spokesperson for AZ NGA said Henderson Maxwell clients have been informed the practice has ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... In 2013, Eureka merged with Whittaker Macnaught and in 2015 became the founding Australian firm of AZ Next Generation Advisory. It has since grown to nine financial advisers in a team of 21 employees. Cook described the firm as a financial services hub ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
A financial planning firm recently acquired by AZ Next Generation Advisory in a private equity deal has joined Synchron's growing network. Based in Victoria's Mornington Peninsula, Dunsford Financial Planning brings the total number of authorised representatives ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
AZ Next Generation Advisory has acquired a financial planning firm established in 1983. Dunsford Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also ...
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