M&A Deals
Aussie life insurer sells advice business
Acquirer says deal helps it become a ‘major player’ in the wealth market
PE-backed IFA group buys UK financial planning firm
It is the company’s second deal of 2023
US in the news: Zedra opens private wealth office in South Dakota
A round-up of people moves and M&A deals across North America
Another financial advice firm becomes employee-owned
Founder says it was the ‘most logical next step for the company’s future’
No ‘viable offers’ for Hartley Pensions Sipp book
Joint administrators of the business say they have begun an ‘orderly wind down’ of the operation