Merger of wealth tech giants blocked
UK regulator concerned about decreasing competition in the market
M&A Deals
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UK wealth manager makes first M&A deal
Company eyes more acquisitions as well as forming a ‘mini network’
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SimplyBiz partners with M&A specialist to grow buy-out scheme
It has received interest from over 100 financial advice firms
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US in the news: Aussie financial group acquires investment manager
A round-up of people moves and M&A deals across North America
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Global data provider buys advice tech firm
To meet the evolving way of how clients communicate with advisers
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IFA company completes seventh M&A deal
Firm wants to double its assets under management to £1bn by 2024
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Specialist IFA firm raises £13m for M&A deals
But it will not spend one penny on financial advice companies due to DB transfer risks
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UK Sipp firm makes two acquisitions
Deals total nearly £53m for pension and fintech companies
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Will covid-19 spark more M&A in the UAE advice sector?
‘Lack of enforceable penalty for non-compete/poaching of staff can leave purchaser incredibly exposed’
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Not even covid can curb M&A-hungry advice firms
But DB transfers still causing headaches as due diligence is more thorough than ever
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US in the news: Jefferies poaches CFO from Barclays Americas
A round-up of people moves and M&A deals across North America
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INTERVIEW: RL360 chief executive on FPI acquisition
£259m deal sees Aviva retain a stake in the business