M&A Deals
UK financial planning firm makes first acquisition
Deal expands the company’s presence in the Midlands
Kingswood buys Scottish advice company for £5.1m
It is the firm’s first acquisition in the country
US in the news: Glenmede names CEO
A round-up of people moves and M&A deals across North America
Accountancy firm sells IFA client book to PE-backed wealth group
As its in-house adviser retires
UK financial planning company buys IFA firm
Deal adds £150m in assets under management