How wealth and advice firms should handle integrating acquisitions

'Integration post-acquisition does not have to be so difficult'

clock • 4 min read

Carl Woodward explores best practice for advisory businesses that are integrating acquisitions

The merger and acquisition (M&A) market has become a vital cog in the UK wealth and advice industry with several deals confirmed on a weekly basis. This is not a new part of the market – but for the last five-to-ten years – more and more consolidators have come out of the woodwork. At the same time, smaller firms looking to grow have been actively acquisitive. Unfortunately, not every deal completed in the wealth and advice market works in the long term. Sometimes mergers and acquisitions have problems before the ink has dried on the deal. Integrating companies post-acquisition doe...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Editor's view: Your pre-holiday advice news aperitif

Editor's view: Your pre-holiday advice news aperitif

The editor's Friday Night Takeaway from 20 December

Jen Frost
clock 20 December 2024 • 2 min read
How advisers keep up client engagement at Christmas

How advisers keep up client engagement at Christmas

PA looks at how advice firms touch base in the festive season

Isabel Baxter
clock 19 December 2024 • 3 min read
Editor's view: When regulation fails to bite

Editor's view: When regulation fails to bite

The editor's Friday Night Takeaway from 13 December

Jen Frost
clock 13 December 2024 • 2 min read