M&A Deals
GBST acquires financial planning software solution
To expand its ability to offer both digital and hybrid advice to the global wealth market
UK financial planning firm becomes employee-owned
18 staff members now retain 60% of the company
Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
Networks are the ‘future’ of the financial advice industry
As Consumer Duty will place significant pressure on smaller firms
UK watchdog launches inquiry into Nucleus/Curtis Banks deal
It wants comments on the transaction from any interested party by 2 August