How advice became a prime M&A target

From sewing skirts in Japan to managing a $700 million M&A machine, the rise of AZ NGA has been a success story that shows the value of financial advice firms.

In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by the AZ NGA co-founder and group CEO, Paul Barrett.

The wide-ranging discussion covers how Barrett saw advice being at the front of the financial services value chain in an era when commissions were still common, how a blend of capital is essential to AZ NGA’s operations, and what happens when the private equity shot clock ends.