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Crunching the numbers on the tripartite Australian Unity deal

The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable fit”, according to Wealth Data. ....

Colin Williams , Australian Unity Personal Financial Services Ltd , Financial Services Aware Super , Acclime Group , Generation Advisory , Australian Unity , Nestworth Financial Strategists , Wealth Data , Advisers Register , Fortnum Private , Fortnum Advice , Aware Super , Lifestyle Asset Management ,

Over 100 new advice licensees commenced this year

Six new financial advice licensees have begun operations in the past week and zero ceased, Wealth Data reveals, with more than 100 licensee owners commencing in 2023 alone. ....

United States , Financiallink Nextgen , Colin Williams , Acclime Group , Mancell Trust , Concord Licensee Services , Wealth Data , Money Management , Boston Wealth , Dirigere Advisory ,

Adviser numbers backtrack after strong growth

After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth Data reveals. ....

Godfrey Pembroke , Colin Williams , Steinhardt Holdings , Sequoia Financial Group , Acclime Group , Viridian Group , Wealth Data , Nextplan Financial , Travectio Advisory , Count Financial ,

Madison FG, Godfrey Pembroke's PDG combine services

Madison Financial Group has joined forces with Godfrey Pembroke s Practice Development Group (PDG), consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks. ....

Renato Mota , Annick Donat , Godfrey Pembroke , Godfrey Pembroke Practice Development Group , Madison Financial Group , Acclime Group , Service Co , Optimise Advice Services , Practice Development Group , Insignia Financial , Godfrey Pembroke Limited , Clime Investment Management , Advice Services ,