M&A Deals
US in the news: CI Financial buys San Diego advice firm
A round-up of people moves and M&A deals across North America
Advice firms in Asia report decline in British expat clients
While number of Chinese, local and south east Asian customers is on the up
71% of South African advice firms want to make acquisitions
While 20% have had in-depth conversations with clients about financial emigration
Global fund data provider snaps up cashflow planner
Deal will help ‘lead to better advice outcomes for advisers and their clients’
Investment firm acquires 15% stake in Singapore wealth platform
Deal will help the Asia-based company grow in the region