UK wealth firm acquires five financial planning businesses
Deals add 20 employed advisers and around £1.25bn in AUA
Deals add 20 employed advisers and around £1.25bn in AUA
Insurer was in talks with a financial adviser about potential sale last summer
Deal will bolster acquirer’s plans to increase its industry training offering
It is the company’s second acquisition in the sector in 12 months
It also expects a ‘strong pipeline of employed advisers’ to join the company in 2021
A round-up of people moves and M&A deals across North America
It has an ‘extremely strong’ pipeline and expects to complete ‘in excess of 10 deals’ in coming months
While Transact parent company buys financial planning software specialist
A round-up of people moves and M&A deals across North America
As competition authority reveals it made mistakes in its market share calculations
Company will have ‘firepower to transact multiple acquisitions every year’
Acquirer says the deal ‘underscores the importance of the Asian market for the group’