Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022
UK
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IFA group acquires UK financial advice company
It is the firm’s third deal and has two more in the pipeline
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UK financial advice firms merge
Deal is a ‘true meeting of minds’
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Financial planning group snaps up London-based advice firm
Acquirer now has over £2bn in AuM/A
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How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
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Which property taxes can clients expect in a move to Europe?
‘Nothing is simple if they choose to keep their old UK main home after moving abroad’
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UK firm rolls out blended retirement income solution
It will allow advisers to offer clients a mix of drawdown and annuity strategies
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73% of Brits believe ChatGPT could give reliable financial advice
‘New generation of investor is already here and they are looking at what is on offer’
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UK advice network completes quadruple M&A swoop
As it launches a members-only buyout proposition
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UK investment services firm rolls out API tool for advisers
To allow them to integrate the software they use with its platform
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Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios
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Financial services recruitment firm launches M&A service for IFA market
Ex-SJP development manager will head up the operation