Backed by ‘significant financial horsepower’: AZ NGA chief on Oaktree deal; Should aspiring advisers complete the exam before PY?

AZ NGA CEO Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level” through further M&A.

Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional year.

This webcast is designed for financial advisers and will provide insights into the evolving retirement landscape, shifting Australian demands, and new strategies to ensure financial stability and a fulfilling retirement for your clients.

The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors.

Almost all financial advisers are using ETFs in their client portfolios, up from 87 per cent in 2020, according to VanEck.

A financial adviser has outlined how forming relationships in the workplace could help women progress in their careers.

InvestSMART has announced a partnership with online platform Market Matters to launch a new investment offering with four diversified portfolios.

Private equity represents a vital cog in any economy and these funds can unlock considerable value in private companies and lead to strong investment returns, writes Tony Davidow.