Paul Barrett’s AZ NGA is close to completing an RFP process which will give the $38 billion advice aggregator near unprecedented control over client data and functions including cash management. The tender - in which at least two major platform providers are participating - could disrupt the economics of Australian wealth management and spark the advent of cheaper, US-style custody for advisers.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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