Financial planning
Financial planning | 15 May 24
The Exit Partnership, Change Squared, AspireExec combine as new business lifecycle agency
Melo will help financial planning firm owners build better businesses, at every stage of journey from launch to exit
Financial planning | 8 May 24
Alexander Beard Group joins US employee benefits brokerage Assurex Global
The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total
MWA Financial grows AUM by £100m with acquisition of UK financial adviser
All three advisers and their support staff will all remain with the business
Financial planning | 3 May 24
Janus Henderson strikes strategic partnership with wealth arm of National Bank of Kuwait
Janus Henderson plans to launch a number of emerging markets focused alternatives strategies in second half of 2024