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|Showing 1 - 10 of 37 results for "AZ Next Generation Advisory"|
|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 ...|
|... 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 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 ...|
|... 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 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 ...|
|... 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 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 ...|
|... 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 ...|
|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 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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The House of Representatives committee looking into common ownership of ASX companies has continued this week, with the super industry hitting back at suggestions that funds act in unison.
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Australian Ethical is making a series of changes to its Advocacy investment option that will allow it to begin investing in alternatives and unlisted property.
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The sovereign wealth fund appointed a chief people and culture officer following an extensive search.
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AMP Capital has launched a new investing arm within its Global Infrastructure Equity team that focuses on telecommunication assets.
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