US in the news: Creative Planning buys wealth manager
A round-up of people moves and M&A deals across North America
A round-up of people moves and M&A deals across North America
Deal takes its AuM to more than £1bn
IFA firm is eyeing more deals and has a ‘number of interesting conversations progressing at the moment’
Company will merge all firms it has acquired under one brand
Adding £252m in assets under advice, it marks the 31st M&A deal in three years
Acquirer says deal was a ‘natural move’
A round-up of people moves and M&A deals across North America
As the insurance giant looks to significantly grow its presence in the UK advice market
Deal will see four members of staff join the wealth management group
Deal brings AuM to £800m, staff to 70 and clients to around 2,500
Deal brings the company’s total AuM to around £5.4bn
A round-up of people moves and M&A deals across North America