National Conference panel to examine the role of accountants in Quality of Advice Report

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The decision by the Quality of Advice Review to largely overlook the role of accountants in delivering financial advice will be a hot topic when a four-member panel examines the

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Michelle Levy headlines expert panel at the National Conference

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The landmark Quality of Advice Review final report released yesterday will be the headline act at the upcoming SMSF Association National Conference where review lead and author Michelle Levy will

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AZ NGA and McLean Delmo Bentleys enter strategic partnership to build accounting and advice brand

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Professional services company, AZ Next Generation Advisory (AZ NGA) has acquired a strategic stake in prominent mid-tier accounting and advisory firm, McLean Delmo Bentleys, as the group rapidly expands its

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Former Pepper Money executive to join AZ NGA leadership team

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Professional services advisory company, AZ Next Generation Advisory (AZ NGA) has appointed former Pepper Money executive Dan Heckendorf as Chief Financial Officer, as the group prepares for the next phase

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AZ NGA backs SCM Financial group to build future firm

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Professional services advisory company, AZ Next Generation Advisory (AZ NGA) has acquired a stake in diversified wealth management, financial planning, accounting and finance business, SCM Financial Group (formerly Scholten Collins

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AZ NGA & Invest Blue join with Virtual Business Partners to grow Australia’s leading provider of advice solutions

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Professional services utility, AZ Next Generation Advisory (AZ NGA), and national financial advisory business, Invest Blue, have joined forces to co-invest in Australian-owned, Philippines-based paraplanning and back-office solutions provider, Virtual

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AZ NGA’s Henderson Matusch and Logiro in cashless merger

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Brisbane-based financial advisory businesses, Henderson Matusch Group (HMG) and Logiro have announced a non cash merger to create a multidisciplinary professional services firm with 42 employees, including 14 financial advisers,

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Advisers and industry leaders call for collaboration to solve advice accessibility challenge

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Collaborative action to drive transformation must be taken to enable financial advice to be more cost-effective and accessible, not only to help more Australians meet their individual financial goals but

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Countplus COO joins AZ NGA to drive expansion plans

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Professional services company, AZ Next Generation Advisory (AZ NGA) has bolstered its senior leadership team, recruiting Countplus Chief Operating Officer Graham McGeagh to help spearhead the group’s expansion plans. McGeagh,

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AZ NGA eyes regional expansion with key acquisition

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Azimut-backed professional services utility, AZ Next Generation Advisory (AZ NGA) has secured a key plank in the group’s strategy by gaining a foothold in the New South Wales Hunter Region

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