US in the news: IQ-EQ hires managing director
A round-up of people moves and M&A deals across North America
M&A Deals
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SA investment firm bolsters adviser offering with acquisition
Deal will create a ‘full-service specialist’ with over ZAR31bn in AuA
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Financial advice consolidation: too much or not enough?
Kingswood and Gunner & Co talk to IA about the state of the M&A market and its future
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US firm buys minority stake in Aussie advice business
It is the company’s first deal outside of the states
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Wealth consolidator buys Jersey financial planning firm
For a total consideration of up to £2.5m
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Kingswood makes fifth deal of 2022
It has four potential acquisitions ‘in exclusive due diligence’
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Mattioli Woods subsidiary buys Scottish advice firm
Company hopes to ‘explore other opportunities within the market’
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Wealth manager eyes £1bn AuM by 2025 with acquisition spree
It paused M&A plans during the pandemic
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Tilney Smith & Williamson completes double deal
Four advice firms have now agreed to join the firm’s succession programme
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Morningstar has ‘more work to do’ in UK advice market
Firm talks to IA about its acquisition of Praemium International and its global wealth plans
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US in the news: Mercer Advisors makes two acquisitions
A round-up of people moves and M&A deals across North America
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Fairstone makes fourth acquisition of 2022
Deal adds over £135m in funds under management and 10 advisers to the group