Succession Buys Scottish IFA
Succession Holdings has acquired Edinburgh Investment Consultants for £6.2m.
Fairstone announces strong results as DBO model reaps rewards
Fairstone Group, one of the UK’s fastest growing financial services businesses, has announced a strong set of financial results across all areas of its group for the year ended 31 December 2014, with operational results for 2015 already ahead of forecast.
One in Three Senior IFAS Plan to Retire Over Next 10 Years
IFA Magazine, Gunner & Co.’s sister company, revealed exclusive research yesterday that 36% of intermediaries that own all, or part of their firm, plan to semi-retire, or retire fully in the next decade.
Mattioli Woods Buys Pension Administration Business And Looks For More
Mattioli Woods has acquired the pension administration business of Lindley Group for a total cash consideration of £199,001. The deal … Read more
RATHBONES ACQUIRE IFAS VISION
Rathbone Brothers has now acquired all of Cornish IFA firm Vision Independent Financial Planning, buying the 80.1% stake in the … Read more
IFAS: MAKING A STAGED EXIT
When the time comes to retire, what are the options for IFAs? Neil Martin from IFA Magazine meets with Ian McIver from Nexus IFA
JLT Employee Benefits to acquire Close Brothers Asset Management’s Corporate Business
Deal will boost JLT EB’s client portfolio and strengthen its market share in pension administration, investment consulting and actuarial advice
ADVANCE EMERGING CAPITAL ACQUIRED BY ABERDEEN ASSET MANAGEMENT
Aberdeen Asset Management has acquired Advance Emerging Capital.
ATTIVO ACQUIRES TOOGOOD
Chartered financial planning and wealth management group Attivo has acquired C R Toogood Financial Planning Ltd, based in East Horsley, Surrey.
ADVICE GROUP JELF BOUGHT FOR £258M
AIM-listed advice group Jelf has been acquired by insurance broker Marsh, a subsidiary of US consultancy Marsh & McLennan Companies, for around £258m.
IFP BOARD SAYS YES TO CISI MERGER PROPOSAL
The Institute of Financial Planning (IFP) Board has voted in favour of proceeding with the proposal to merge with the Chartered Institute for Securities & Investment (CISI).