Advice merger to create North Shore professional services hub

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AZ NGA-backed financial advice firms, Priority Advisory Group and Wise Planners will merge to form a large multi-disciplinary professional services firm on Sydney’s north shore that specialises in wealth management,

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AZ Next Generation Advisory subsidiary, Wise Planner acquires AFM

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Wise Planners, trading as Lifestyle Financial Services, has announced that it has acquired the client book of AFM Advisers Pty Ltd. AFM was the business owned by the late Haydon

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Wise Planners acquires Northbridge Financial Solutions clients

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Wise Planners, one of the AZ Next Generation Advisory group of companies, has announced that it has purchased the Corporate Superannuation Consulting business of Northbridge Financial Solutions. Wise Planners trades

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Wise Planners acquires Principle Edge corporate super business reaching $1 billion FUA

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AZ Next Generation Advisory subsidiary, Wise Planners, yesterday completed a binding sale and purchase agreement to acquire the corporate super clients of Principal Edge Financial Services. This transaction follows on from

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No turning back: Arbitrary transfer to MySuper exposes members to risk with no recourse

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The arbitrary transfer of thousands of personal superannuation accounts to MySuper is already underway and members have absolutely no recourse for any investment losses or life insurance lost as a

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MySuper bites into employee benefits

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Employers may be forced to reduce the benefits they provide for their employees as a result of Stronger Super legislation, as certain super funds change their structure to comply with

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CSSA: common sense approach to default super welcome

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The Corporate Super Specialist Alliance (CSSA) is very pleased that common sense seems to be prevailing in relation to default superannuation funds. In the CSSA’s response this week to the

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