A year of M&A for licensees
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers.
Source: moneymanagement.com.au
Foster Raffan News Today : Breaking News, Live Updates & Top Stories | Vimarsana
Stay updated with breaking news from Foster Raffan. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Top News In Foster Raffan Today - Breaking & Trending Today
AZ NGA CEO on the ripe M&A landscape for financial advice
Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading professional services company, having already completed 14 M&A transactions this year.
Source: moneymanagement.com.au
Advice industry seeing 'more tailwinds than headwinds'
For the first time in years, the financial advice market is seeing tailwinds rather than headwinds, according to Forte Asset Solutions director Stephen Prendeville.
Source: moneymanagement.com.au
Vista strengthens Millennial client base with strategic acquisition
The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your Money Now.
Source: moneymanagement.com.au
Perth advice firm plans national expansion with AZ NGA deal
AZ Next Generation Advisory is to acquire a stake in The Wealth Designers as the Perth advice business seeks to have an office in every Australian capital city.
Source: moneymanagement.com.au