M&A Deals
Advice consolidator receives £5.3m loan for IFA acquisition spree
Funds give the company the ‘financial firepower to accelerate’ its plans
Global wealth firm unveils adviser buy out programme
It targets those with mid-to-large size client books
UK financial planning firm buys The Fry Group
Deal increases its assets under management to more than £5.5bn
US in the news: Wealth Enhancement Group makes sixth deal of 2022
A round-up of people moves and M&A deals across North America