AZ NGA inks strategic partnership with US investment giant

AZ-NGA/Oaktree-Capital-Management/fund-management/financial-advice/amp/

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans.

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HUB24 deal expedites Reach’s expansion into wealth market

HUB24/platforms/financial-advisers/Alternatives/

Reach Alternative Investments CEO, Sam Phillips, says its strategic alliance with HUB24 will “expedite its expansion” into the wealth market as it embarks on discussions on future product launches.

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Rhombus Advisory steps out from the shadows of Insignia

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Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice network.

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AMP BOLR objectors pin hopes on settlement appeal

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As the dust settles on the AMP BOLR settlement, Money Management understands several participants are still hopeful of making an appeal for a fairer sum.

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Secrets of success: Advice leaders share their tips

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Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions.

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Private wealth firm launched after Pitcher Partners buyout

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A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced adviser Charlie Viola.

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PictureWealth CEO on its burgeoning M&A appetite

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With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-minded businesses to provide more Australians with advice.

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Schroders appoints 2 execs to board

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Schroders has appointed two senior leaders to its board, having appointed a new global CEO earlier this month.

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Double advice acquisition propels adviser shift

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An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result.

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Former RBA governor Lowe joins Barrenjoey board

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Former RBA governor Philip Lowe has been appointed to the board of Barrenjoey as an independent non-executive director, six months after his first post-RBA move.

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