M&A Deals
Asset manager joins forces with UK financial planner
With DFM and advice operations part of the swap deal
IFA firm buys London-based financial planner
It is the company’s eighth M&A deal since its launch in November 2019
US in the news: Hiring spree at RBC WM and Raymond James
A round-up of people moves and M&A deals across North America
How to buy an advice firm
Eight top tips on how to make M&A as smooth as possible
Aussie wealth firm buys financial advice group
Deal will give advisers ‘stability, efficiency gains and growth opportunities’