Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’
M&A Deals
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Consultancy firm launches M&A guide for financial advisers
Addressing the multifaceted nature of selling a business and helping IFAs to reach a decision
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Liontrust’s takeover of GAM falls through after final deadline
34% of GAM shares were tendered into the offer
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IFA acquirer snaps up UK advice company
Deal adds £40m in client funds
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Progeny acquires Nottingham-based wealth manager
Taking the firm’s assets under management to £8bn
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Credit Agricole subsidiary to buy majority stake in European wealth firm
Acquired business has €71bn in client assets
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Axa boosts European health operation with €650m acquisition
Insurance giant aims to grow its footprint across the continent
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Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
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Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
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SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers
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Financial planning firm acquires two UK advice companies
In a bid to expand its footprint across Britain
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GBST acquires financial planning software solution
To expand its ability to offer both digital and hybrid advice to the global wealth market