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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

M&A Deals

Asia | 21 Dec 20

Australian wealth firms merge

Deal will help the combined business become ‘future fit’ to support clients

Companies | 21 Dec 20

Fund distributor in talks to buy ‘around 30 IFA practices’

Ex-DeVere Group wealth management consultant says M&A advice deals are ‘natural progression’ for firm

Companies | 18 Dec 20

US in the news: Wealth Enhancement Group acquires adviser firm

A round-up of people moves and M&A deals across North America

Companies | 17 Dec 20

UK financial planner snaps up IFA firm

Deal brings the company’s assets under management to over £600m

Companies | 16 Dec 20

Advice consolidators now more willing to do deals with DB firms

IFAs with pension transfer permissions need to be more ‘proactive’ with acquirers about legacy cases

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.