M&A Deals
US in the news: Cresset names chief operating officer
A round-up of people moves and M&A deals across North America
Specialist UK advice firms merge
As financial planner acquires IFA company via its buy-out scheme
Merger of wealth tech giants blocked
UK regulator concerned about decreasing competition in the market
UK wealth manager makes first M&A deal
Company eyes more acquisitions as well as forming a ‘mini network’
SimplyBiz partners with M&A specialist to grow buy-out scheme
It has received interest from over 100 financial advice firms