Advice firms must scale up to meet demand: AZ NGA
Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians.
Source: financialstandard.com.au
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Crunching the numbers on the tripartite Australian Unity deal
The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable fit”, according to Wealth Data.
Source: moneymanagement.com.au
Australian Unity sells advice arm to Fortnum, Nestworth
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth.
Source: financialstandard.com.au
Priority Advisory Group, Wise Planners merge
Two financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice.
Source: financialstandard.com.au
The short sell – getting the pricing right - Professional Planner
Client pricing is a crucial element in financial advice, but the methodology used by practice managers is often not as robust as it should be. So what are some of the common mistakes made when structuring a pricing policy, and what can advisers do to ensure the value of their service matches their remuneration?
Source: professionalplanner.com.au