M&A Deals
Why are small IFAs shutting up shop?
Key triggers pushing advisers to say ‘it’s not worth it anymore’ as growing numbers look for the exit
Financial planning firm sold to employees
Staff in line to receive annual bonus following change in ownership
US in the news: Former NBA star joins forces with advice firm
A round-up of the latest people moves and M&A deals in North America
Quilter’s financial planning arm forges ahead with M&A plans
Firm says it believes in the advice sector and will continue to invest in it
Brown Shipley eyes UK regional growth after M&A deal
Acquisition has increased the firm’s AUM to almost £9bn