consolidation
RDR
Adolescence is over for the financial advice industry, according to Stephen Harper...
22 July 2015
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Your profession
Consolidator Bellpenny has completed two more IFA acquisitions bringing an additional £56m in funds under management and more than 250 clients.
08 June 2015
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Pensions
Suffolk Life, the self-invested personal pension specialist, has stepped away from pro-active acquisitions of other providers due to the quality concerns.
01 June 2015
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Your profession
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.
02 March 2015
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Investment
Consolidator AFH Financial has acquired Kidderminster-based advice firm K.L. Plester Financial Services for £1.7m.
10 February 2015
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Investing in the profession
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).
02 February 2015
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Your profession
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.
23 October 2014
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Your profession
IFA consolidator Moneygate Group has halved pre-tax losses in the first year following the Retail Distribution Review (RDR) its accounts have shown.
06 October 2014
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Income
Pensions firm Barnett Waddingham has bought Harsant Services' 2,700-strong self-invested personal pension (SIPP) book for an undisclosed sum.
26 August 2014
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