M&A Deals
‘Big fat chequebooks’ squeeze small IFAs out of M&A market
As acquisitions by consolidators leave rivals in the dust
UK financial planning firm makes fifth acquisition of 2020
Deal adds around £150m to the group’s assets under management
IFA business acquires UK advice firm
Finding a suitable buyer proved a challenge
US in the news: CI Financial buys New York wealth firm
A round-up of people moves and M&A deals across North America
Westpac to sell New Zealand wealth advisory business
But bank says it will still serve customers with large investment portfolios for their lending needs