M&A Deals
Advice company makes first acquisition of 2023
Firm wants to get to £5bn AuM by 2027
US in the news: T Rowe Price boosts retirement offering
A round-up of people moves and M&A deals across North America
UK advice sector set for a ‘wave of consolidation of acquirers’
NextWealth says it is ‘seeing an almost Pacman-like appetite’ for firms
Financial planning company makes seven internal acquisitions
Deals add £800m in assets under advice
Administration-hit IFA and DFM businesses sold
There were four formal offers for the companies