AZ NGA acquires outsourced HR firm
AZ NGA has acquired an outsourced HR company, the latest step in its horizontal integration strategy to be involved in each component of the adviser supply chain.
Source: moneymanagement.com.au
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PSK makes first WA acquisition
PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint.
Source: moneymanagement.com.au
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