Why are small IFAs shutting up shop?
Key triggers pushing advisers to say ‘it’s not worth it anymore’ as growing numbers look for the exit
M&A Deals
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Financial planning firm sold to employees
Staff in line to receive annual bonus following change in ownership
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US in the news: Former NBA star joins forces with advice firm
A round-up of the latest people moves and M&A deals in North America
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Quilter’s financial planning arm forges ahead with M&A plans
Firm says it believes in the advice sector and will continue to invest in it
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Brown Shipley eyes UK regional growth after M&A deal
Acquisition has increased the firm’s AUM to almost £9bn
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Wealth manager bolsters western Australia operation
As Fiducian Group acquires retail financial planning arm of a Tasmania-based business
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US in the news: Rockefeller expands family office operation
A round-up of the latest people moves and M&A deals in North America
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Half a dozen acquisitions for UK wealth manager
It has bought 55 firms across the country since 2014
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Buyout adds to northern IFA firm’s powerhouse ambitions
As Quilter completes acquisition of Lighthouse to grow its 3,500 adviser network
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Indian digital payments firm to buy online insurer
The deal is believed to amount to around $120m to be paid in cash
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Canaccord Genuity bolsters Australia operation with wealth deal
Acquisition will help the firm become an ‘increasingly stronger competitor’ in the country
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UK firm plans ‘series of targeted acquisitions’ in IFA sector
First M&A deal is part of strategy to create a regional network of small financial advisory businesses