Page 3 - Generation Advisory News Today

The deal was officially announced this week. Professional services company AZ Next Generation Advisory (AZ NGA) and financial advisory business Invest Blue have joined forces to co-invest in Australi

AZ Next Generation Advisory (AZ NGA) and Invest Blue will co-invest in Virtual Business Partners (VBP), a paraplanning and back-office solutions provider based in the Philippines.

Professional services utility, AZ Next Generation Advisory, and national financial advisory business, Invest Blue, have joined forces to co-invest in Australian-owned, Philippines-based paraplanning and back-office solutions provider, Virtual Business Partners.

Two Brisbane-based wealth businesses are set to merge to create a multi disciplinary professional services firm, with a growing mortgage broking arm. Financial planning firms Henderson Matusch Group (

The Fort McMurray Catholic School Division (FMCSD) will be without a key figure come next school year. Superin...

The chief operating officer of Countplus will join AZ Next Generation Advisory in the new year, spearheading the groups expansion plans.

AZ Next Generation Advisory has recruited Countplus chief operating officer, Graham McGeagh, to drive expansion plans.

AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management.

AZ Next Generation Advisory has announced the acquisition of RI Newcastle and Lower Hunter in the New South Wales Hunter Region.

Paul Barrett, AZ NGA chief executive, said: “These advice mega firms will be akin to the mid-tier in accounting and professional services. The super firm strategy will be led by entrepreneurs not institutions. It will be driven by investment in the advice margin not the product margin. It will be powered by M&A to enable entrepreneurs to acquire capability and capacity.  “M&A activity is heating up, fuelled by record low interest rates, an ageing adviser population and a general realisatio...