US in the news: Private wealth firm names CEO
A round-up of the latest people moves and M&A deals in North America
M&A Deals
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St James’s Place pulls plug on Irish acquisition
Halting SJP’s planned DFM roll-out on the Emerald Isle
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US in the news: Franklin Templeton subsidiary acquires RIA
A round-up of the latest people moves and M&A deals in North America
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Quilter acquires UK financial advice firm
The deal adds £800m of assets under advice
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UK wealth manager makes second acquisition
Firm says it will continue to pursue more deals in 2020 and is already being approached
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Australian wealth firm sells advice and life arm
For A$2.5m and advisers will be able to keep working for the acquiring company
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IFA network completes double M&A swoop
As Mattioli Woods says it plans to keep buying up other firms
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‘Major’ investment will not halt IFA firm’s acquisition spree
Since it was founded in 2008, the business has bought 35 advice companies
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US in the news: Canadian wealth firm eyes US growth
A round-up of the latest people moves and M&A deals in North America
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Global investment firm to buy UK wealth manager for £91m
Deal will help provide ‘capital backing, strategic support and additional resources’ for the business
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US in the news: Kingswood continues M&A spree
A round-up of the latest people moves and M&A deals in North America
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Mattioli Woods splashes out £1.6m on financial planner
Chance to buy firm run by first ever PFS president, Brian Steeples, ‘doesn’t come along every day’