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’
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
Deal ‘marks a significant step’ in the company’s five-year expansion plan
In a bid to bolster its offering for advisers
In a bid to expand its footprint across Britain
To expand its ability to offer both digital and hybrid advice to the global wealth market
18 staff members now retain 60% of the company
Deal adds £755m in AuA
As Consumer Duty will place significant pressure on smaller firms
It wants comments on the transaction from any interested party by 2 August
Offer at a 29.1% premium to the fund manager’s proposal
Rumoured to have given prospective buyers until the end of July to table offers
Firm refused to comment