M&A Deals
UK advice network acquires financial planning firm
As it receives funding from bank to finance its growth plans
US in the news: CI Financial sells 20% stake in wealth business
A round-up of people moves and M&A deals across North America
UK advice company rolls out succession solution for advisers
One of the ‘hardest decisions’ for IFAs is ‘knowing when to step back from the business they have built up’
Hurst Point Group acquires London wealth firm
Deal boosts assets under management to around £5bn
IFA firm makes triple M&A swoop
Company will now have a footprint in Northern Ireland