How advice became a prime M&A target

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.