US in the news: Mercer Advisors completes double acquisition
A round-up of people moves and M&A deals across North America
M&A Deals
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IFA firm makes double M&A swoop
It has an ‘extremely strong’ pipeline and expects to complete ‘in excess of 10 deals’ in coming months
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Private bank sells pension business to UK Sipp provider
While Transact parent company buys financial planning software specialist
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US in the news: Hightower makes its largest acquisition
A round-up of people moves and M&A deals across North America
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Regulator error opens door for FNZ to appeal merger ban
As competition authority reveals it made mistakes in its market share calculations
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UK wealth firm gets private equity backing for M&A war chest
Company will have ‘firepower to transact multiple acquisitions every year’
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BMO Financial Group sells Hong Kong and Singapore PB business
Acquirer says the deal ‘underscores the importance of the Asian market for the group’
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Transact parent company drops out of race for Nucleus
There is reportedly one firm left in the running for the wrap platform
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US advice ‘consortium’ buys UK financial planning firm
It is the company’s first M&A deal in Britain
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Generali banks on Greece with Axa acquisition
In a deal worth €165m
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Private equity firm eyes acquisitions in UK wealth sector
It is looking at companies with assets under management of more than £50m
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UK financial planning firm makes seventh acquisition of 2020
Deal adds around 1,500 clients into the group