Just a fifth planning internal succession
IFA consolidator AFH Financial is set to purchase more than 160,000 shares from the firm's former chief investment officer, who recently left the business.
Adolescence is over for the financial advice industry, according to Stephen Harper...
Consolidator Bellpenny has completed two more IFA acquisitions bringing an additional £56m in funds under management and more than 250 clients.
Suffolk Life, the self-invested personal pension specialist, has stepped away from pro-active acquisitions of other providers due to the quality concerns.
Why this consolidator won't touch 90% of advice firms...
Adviser firm consolidator AFH Financial Group has acquired the assets of a South East business, including its five advisers and principal, in a deal worth up to £973,000.
Consolidator AFH Financial has acquired Kidderminster-based advice firm K.L. Plester Financial Services for £1.7m.
Financial services firm consolidator Succession Advisory Services has signed two new advisers to its pool of members, adding £200m to its £10bn funds under management (FUM).
National wealth manager Attivo group has acquired three more IFAs as part of its mission to achieve £1bn of funds under management (FUM) by end of 2017.