M&A Deals
US in the news: Sequoia Financial Group completes M&A deal
A round-up of people moves and M&A deals across North America
UK financial planner buys Bristol-based wealth manager
Deal takes the firm’s funds under management to £240m
Two more St James’s Place partner firms merge
As the wealth manager reports £135bn of FuM in Q1 2021
Best Practice | 28 Apr 21
Aegon UK acquires pension communications firm
The two companies have been in partnership since 2018