M&A Deals
Australian wealth firms merge
Deal will help the combined business become ‘future fit’ to support clients
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
US in the news: Wealth Enhancement Group acquires adviser firm
A round-up of people moves and M&A deals across North America
UK financial planner snaps up IFA firm
Deal brings the company’s assets under management to over £600m
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