M&A Deals
Most IFAs feel their business is undervalued by potential acquirers
Retiring advisers ‘must proactively seek opportunities that align with the true worth of their company’
Financial planning firm snaps up IFA business
Deal ‘marks a significant step’ in the company’s five-year expansion plan
SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers
Financial planning firm acquires two UK advice companies
In a bid to expand its footprint across Britain
GBST acquires financial planning software solution
To expand its ability to offer both digital and hybrid advice to the global wealth market