Companies
Financial planning company completes double deal
Firm will also undergo rebrand to unite businesses it has acquired
Advice firm makes first acquisition since fundraise
Company hopes to reach £5bn in AuM within five years
Sanlam Wealth rebrands as Atomos following acquisition
It means ‘indivisible’ in ancient Greek
US in the news: Wealth Enhancement Group makes 7th deal of 2022
A round-up of people moves and M&A deals across North America
Best Practice | 15 Jul 22
Wealth firm targets paraplanners with adviser academy
It will help train financial services professionals with no client-facing experience