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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
AMP loses over 150 advisers in a year
Whilst micro-AFSLs’ numbers continue to grow, larger licensees including AMP and Insignia Financial are struggling to hold down their advisers.
Steinhardt infocus
Colin williams
Australian securities investments commission
Financial group synchron
Wt financial group
Financial services aware super
Australian administration services link group
Wt financial group sentry
Insignia financial
Wealth data
Administration services
Link group
Spark advisers
Aware super
Ord minnett
Choice financial
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